Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - SPARK Small Cap Quality Growth Strategy vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - SPARK Small Cap Quality Growth Strategy
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.70%
8.72%
6 Months
20.34%
28.59%
1 Year
6.50%
28.02%
3 Years
12.52%
18.67%
5 Years
—
17.18%
Since Inception
14.18%
20.03%
Fund Age
3 yrs 2 mo
5 yrs 4 mo
AUM
₹20.56 Cr
₹221.27 Cr
Alpha – 1 Year
6.85%
28.37%
Alpha – 3 Years
3.53%
9.68%
Information Ratio – 3 Years
—
0.87
Volatility – 1 Year
26.04%
22.32%
Volatility – 3 Years
—
17.88%
Beta – 1 Year
1.29
1.03
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
0.05
0.99
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
13.69%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
—
−20.50%
Recovery Period
—
429 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 100%
L 19% · M 4% · S 74%
Number of Stocks
26
29
Portfolio P/E
—
37.50
Top 5 Holdings
Bajaj Auto Ltd · 6.00%
Solar Industries India Ltd · 5.64%
Bharat Electronics Ltd · 5.46%
Cholamandalam Investment & Finance Company Ltd · 5.00%
Aditya Birla Capital Ltd · 4.90%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
—
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –