Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - SPARK Small Cap Quality Growth Strategy vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - SPARK Small Cap Quality Growth Strategy
Wave-Bloom
Return for the risk
1 yr return
-5%
0%
5%
10%
NIFTY 50 Total Return Index · -0.3%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
3.70%
−0.67%
6 Months
20.34%
−7.55%
1 Year
6.50%
0.34%
3 Years
12.52%
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5 Years
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Since Inception
14.18%
12.70%
Fund Age
3 yrs 2 mo
2 yrs 3 mo
AUM
₹20.56 Cr
₹7.52 Cr
Alpha – 1 Year
6.85%
−2.64%
Alpha – 3 Years
3.53%
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Information Ratio – 3 Years
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Volatility – 1 Year
26.04%
8.98%
Volatility – 3 Years
—
—
Beta – 1 Year
1.29
0.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.05
-0.50
Sharpe Ratio – 3 Years
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Worst Rolling Year
—
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Value at Worst Rolling Year
—
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Deepest Drawdown
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−10.25%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
S 100%
L 71% · M 18% · S 10%
Number of Stocks
26
10
Portfolio P/E
—
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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