PMS · Equity · Small Cap
Maxiom PMS - SPARK Small Cap Quality Growth Strategy
Fund size₹21 Cr
IRRSince inception14.18%
3Y return12.52%
Fund age3 yrs 2 mo
Fund Manager
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Maxiom PMS SPARK Small Cap Quality Growth | — | 6.50% | −1.36% | 12.52% | — | 14.18% |
| NIFTY 50 TRI | −11.86% | −0.35% | −1.19% | 8.99% | — | 9.61% |
| Excess over benchmark | — | 6.85% | −0.17% | 3.53% | — | 4.57% |
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
26.04%
Benchmark approx 14.56%
A standard deviation reflecting historical swings.
Sensitivity
1.29
Beta vs benchmark 1.00 · 29% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.05
Sharpe
Excess return gained per unit of volatility.
Portfolio Details : Where the money actually sits
Stocks
26
Asset class
Equity
Market cap
Large cap
Mid cap
Small cap100.00%
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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