PMS · Equity · Multi Cap
Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning
Fund size₹1 Cr
IRRSince inception6.59%
1Y return4.91%
Fund age3 yrs 4 mo
Fund Manager
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Maxiom PMS DIAMOND Diversified Mutual Funds Retirement Planning | — | 4.91% | — | — | — | 6.59% |
| NIFTY 50 TRI | −12.33% | −0.35% | — | — | — | 4.16% |
| Excess over benchmark | — | 5.26% | — | — | — | 2.43% |
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
7.14%
Benchmark approx 14.69%
A standard deviation reflecting historical swings.
Sensitivity
0.44
Beta vs benchmark 1.00 · 56% less reactive
How strongly the scheme moves with the index.
Risk-reward
−0.03
Sharpe
Excess return gained per unit of volatility.
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