PMS · Equity · Multi Cap
Maxiom PMS - EMERALD-Diversified Mutual Fund Portfolio
Fund size₹7 Cr
IRRSince inception9.72%
3Y return10.14%
Fund age3 yrs 4 mo
Fund Manager
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Maxiom PMS EMERALD Diversified Mutual Fund | — | 9.99% | 6.88% | 10.14% | — | 9.72% |
| NIFTY 50 TRI | −11.86% | −0.35% | −1.19% | 8.99% | — | 9.61% |
| Excess over benchmark | — | 10.34% | 8.07% | 1.15% | — | 0.11% |
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
15.77%
Benchmark approx 14.56%
A standard deviation reflecting historical swings.
Sensitivity
0.65
Beta vs benchmark 1.00 · 35% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.60
Sharpe
Excess return gained per unit of volatility.
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 13.50% gross return.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee1.00% / yr
Performance Fee20% of profit
Hurdle RateAbove 6%
No exit load. Lock-in: Nil.
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