PMS · Equity · Multi Cap
Maxiom PMS - CORAL Cyclical
Fund size₹2 Cr
IRRSince inception1.03%
1Y return5.63%
Fund age3 yrs
Fund Manager
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Maxiom PMS CORAL Cyclical | — | 5.63% | — | — | — | 1.03% |
| NIFTY 50 TRI | −11.86% | −0.35% | — | — | — | −0.78% |
| Excess over benchmark | — | 5.98% | — | — | — | 1.81% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date.
Risk : What you take on to earn the return
Volatility
16.61%
Benchmark approx 14.58%
A standard deviation reflecting historical swings.
Sensitivity
1.00
Beta vs benchmark 1.00
How strongly the scheme moves with the index.
Risk-reward
−0.24
Sharpe
Excess return gained per unit of volatility.
Portfolio Details : Where the money actually sits
Asset class
Equity
Top 5 holdings
ICICI Pru Nifty Oil & Gas ETF16.66%
ICICI Pru Nifty Infrastructure ETF16.66%
Kotak Nifty Bank ETF16.66%
Kotak Nifty IT ETF16.66%
Mirae Asset Nifty India Manufacturing ETF16.66%
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