PMS · Equity · Large & Mid Cap
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Fund size₹67 Cr
IRRSince inception8.64%
3Y return8.79%
Fund age3 yrs 2 mo
Fund Manager
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Maxiom PMS JEWEL Large Mid Cap Quality Growth Strategy | — | 13.06% | 1.17% | 8.79% | — | 8.64% |
| NIFTY 50 TRI | −11.86% | −0.35% | −1.19% | 8.99% | — | 9.61% |
| Excess over benchmark | — | 13.41% | 2.36% | −0.20% | — | −0.97% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
20.80%
Benchmark approx 14.59%
A standard deviation reflecting historical swings.
Sensitivity
1.21
Beta vs benchmark 1.00 · 21% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.41
Sharpe
Excess return gained per unit of volatility.
Portfolio Details : Where the money actually sits
Stocks
26
Asset class
Equity
Market cap
Large cap90.00%
Mid cap10.00%
Small cap
Cash & others
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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