Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - SPARK Small Cap Quality Growth Strategy vs White Pine India Emerging Stars Approach
Maxiom PMS - SPARK Small Cap Quality Growth Strategy
White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - SPARK Small Cap Quality Growth Strategy
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.70%
0.30%
6 Months
20.34%
26.99%
1 Year
6.50%
26.29%
3 Years
12.52%
27.01%
5 Years
—
—
Since Inception
14.18%
35.84%
Fund Age
3 yrs 2 mo
4 yrs 3 mo
AUM
₹20.56 Cr
₹521.91 Cr
Alpha – 1 Year
6.85%
28.33%
Alpha – 3 Years
3.53%
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
26.04%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
1.29
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.05
0.72
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
—
−26.38%
Recovery Period
—
93 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
36.88%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 100%
—
Number of Stocks
26
49
Portfolio P/E
—
21.17
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%
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Top Sectors
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—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—