Portfolio Management Services (PMS)Compare Schemes
Spark - Core & Satellite vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Spark - Core & Satellite
Xylem Maverick Strategy
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.58%
9.42%
6 Months
−7.12%
52.78%
1 Year
0.89%
27.27%
3 Years
8.72%
—
5 Years
12.45%
—
Since Inception
16.65%
23.72%
Fund Age
7 yrs 4 mo
19 mo
AUM
₹288.53 Cr
₹71.55 Cr
Alpha – 1 Year
1.24%
22.55%
Alpha – 3 Years
−0.28%
—
Information Ratio – 3 Years
0.00
—
Volatility – 1 Year
16.11%
31.93%
Volatility – 3 Years
15.05%
—
Beta – 1 Year
0.96
1.29
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
-0.20
0.74
Sharpe Ratio – 3 Years
0.28
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−27.01%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
S 96%
Number of Stocks
—
19
Portfolio P/E
—
39.65
Top 5 Holdings
NTPC Ltd · 5.00%
State Bank of India · 4.50%
SBI Life Insurance Company Ltd · 4.50%
Kotak Mahindra Bank Ltd · 4.00%
EID Parry (India) Ltd · 4.00%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
—
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%