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Maxiom PMS - SPARK Small Cap Quality Growth Strategy vs Unifi Insider Shadow*

Maxiom PMS - SPARK Small Cap Quality Growth Strategy

Unifi Insider Shadow*

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Return for the risk

1 yr return

-5%

10%

15%

NIFTY 50 Total Return Index · -0.3%

Maxiom PMS - SPARK Small Cap Quality Growth Strategy

6.5% • vol 26%

Unifi Insider Shadow*

9.4% • vol 17%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

3.70%

4.21%

6 Months

20.34%

10.07%

1 Year

6.50%

9.44%

3 Years

12.52%

8.18%

5 Years

—

8.16%

Since Inception

14.18%

14.06%

Fund Age

3 yrs 2 mo

16 yrs 4 mo

AUM

₹20.56 Cr

₹85.99 Cr

Alpha – 1 Year

6.85%

4.72%

Alpha – 3 Years

3.53%

−3.91%

Information Ratio – 3 Years

—

Volatility – 1 Year

26.04%

17.03%

Volatility – 3 Years

—

Beta – 1 Year

1.29

0.92

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.05

0.30

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

S 100%

—

Number of Stocks

—

Portfolio P/E

—

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%

—

Top Sectors

—

Fixed Fee

2.50% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

—

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