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Maxiom PMS - JEWEL

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Maxiom PMS - JEWEL

Maxiom PMS - JEWEL

  • Jama Wealth Asset Management Pvt Ltd
  • LARGE AND MID CAP
  • 9
    Out of 16*
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Portfolio age 1 years, 9 months
-1.86%
-0.45%
Hurdle Rate** 6.00%
Fixed fee 2.50%
Min. Investment ₹50 Lac
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/01/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

No Data Found!

FUND SUMMARY

AUM (₹ Cr)
54.81 (As on Jan, 2025)
Inception Date
Jun 1, 2023
Min. Investment
₹50 Lac
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

Fee Structure

Fixed Fee
2.50%
Variable Fee
1.00%
Hurdle Rate
6% or 10%
Profit Sharing
20% Profit sharing above 6% Hurdle or 25% Profit sharing above 10% Hurdle
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Investment Philosophy

Objective

Provide long-term capital appreciation through investing in fundamentally strong large-cap companies that adhere to the roots & wings investment philosophy

Investment Approach

This approach has the mandate to invest in Equity and Equity-related instruments across the entire market capitalization spectrum primarily focusing on large-cap companies

CALCULATORS

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PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Compare
Maxiom PMS - JEWEL
AUM (₹ Cr)
54.81
Hurdle Rate
6% or 10%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 17
Fixed Fee
2.50%
Scheme Return
-1.86%
Benchmark Return
-0.45%
Care PMS - Large and Midcap Strategy
AUM (₹ Cr)
41
Hurdle Rate
No option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 17
Fixed Fee
2.00%
Scheme Return
-1.88%
Benchmark Return
-3.43%
Ayan Analytics - Price Bridge Upswing
AUM (₹ Cr)
197.03
Hurdle Rate
14%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 17
Fixed Fee
1.35%
Scheme Return
-2.50%
Benchmark Return
-0.45%
Sykes and Ray Equities - SRE Shield
AUM (₹ Cr)
37.43
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 17
Fixed Fee
1.50%
Scheme Return
-2.79%
Benchmark Return
-0.45%
Ayan Analytics - PriceBridge Direct MF
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 17
Fixed Fee
0.35%
Scheme Return
-3.34%
Benchmark Return
-0.45%
Green Lantern - Alpha Fund
AUM (₹ Cr)
48.73
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 17
Fixed Fee
No Option
Scheme Return
-3.52%
Benchmark Return
-3.43%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
Maxiom PMS - JEWEL
1Out of 17
-1.86%
-0.45%
Nifty 50 TRI
LARGE AND MID CAP
6% or 10%
₹54.81 Cr.
Care PMS - Large and Midcap Strategy
1Out of 17
-1.88%
-3.43%
S&P BSE 500 TRI
LARGE AND MID CAP
No option
₹41 Cr.
Ayan Analytics - Price Bridge Upswing
1Out of 17
-2.50%
-0.45%
Nifty 50 TRI
LARGE AND MID CAP
14%
₹197.03 Cr.
Sykes and Ray Equities - SRE Shield
1Out of 17
-2.79%
-0.45%
Nifty 50 TRI
LARGE AND MID CAP
8.00%
₹37.43 Cr.
Ayan Analytics - PriceBridge Direct MF
1Out of 17
-3.34%
-0.45%
Nifty 50 TRI
LARGE AND MID CAP
No Option
₹UNDISC. Cr.
Green Lantern - Alpha Fund
1Out of 17
-3.52%
-3.43%
S&P BSE 500 TRI
LARGE AND MID CAP
10%
₹48.73 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

Jama Wealth Asset Management Pvt Ltd
Jama Wealth Asset Management Pvt Ltd manages assets worth Rs 89.46 crores. Its current offering of PMS schemes includes 2 Multi Cap, 1 Large And Mid Cap and 1 Small Cap schemes.

AUM (₹ cr)

89.46 (As on Jan, 2025)

Number of Schemes

4
Schemes From This AMC
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Maxiom PMS - EMERALD
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category
MULTI CAP
Category Rank
2 Out of 177
Fixed Fee
2.50%
Strategy Return
0.09%
Benchmark Return
-0.45%
Maxiom PMS - JEWEL
AUM (₹ Cr)
₹54.81 Cr.
Hurdle Rate
6% or 10%
Benchmark
Nifty 50 TRI
Category
LARGE AND MID CAP
Category Rank
1 Out of 17
Fixed Fee
2.50%
Strategy Return
-1.86%
Benchmark Return
-0.45%
Maxiom PMS - SPARK
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category
SMALL CAP
Category Rank
9 Out of 25
Fixed Fee
2.50%
Strategy Return
-8.94%
Benchmark Return
-0.45%
Maxiom PMS - GEM
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category
MULTI CAP
Category Rank
172 Out of 177
Fixed Fee
2.50%
Strategy Return
-14.52%
Benchmark Return
-0.45%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
Maxiom PMS - EMERALD
1Out of 4
0.09%
-0.45%
Nifty 50 TRI
6% or 25%
MULTI CAP
₹UNDISC. Cr.
Maxiom PMS - JEWEL
1Out of 4
-1.86%
-0.45%
Nifty 50 TRI
6% or 10%
LARGE AND MID CAP
₹54.81 Cr.
Maxiom PMS - SPARK
1Out of 4
-8.94%
-0.45%
Nifty 50 TRI
6% or 25%
SMALL CAP
₹UNDISC. Cr.
Maxiom PMS - GEM
1Out of 4
-14.52%
-0.45%
Nifty 50 TRI
6% or 25%
MULTI CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’S

What is the hurdle rate of Maxiom PMS - JEWEL?
The hurdle rate of Maxiom PMS - JEWEL is 6% or 10%.
What is the fixed fee charged in Maxiom PMS - JEWEL ?
The fixed fee charged in Maxiom PMS - JEWEL is 2.50%.
What is the variable fee charged in Maxiom PMS - JEWEL ?
The variable fee charged in Maxiom PMS - JEWEL is 1.00% .
What is the profit sharing in Maxiom PMS - JEWEL ?
The profit sharing in Maxiom PMS - JEWEL is 20% Profit sharing above 6% Hurdle or 25% Profit sharing above 10% Hurdle.
What is the minimum investment in Maxiom PMS - JEWEL ?
The minimum investment in Maxiom PMS - JEWEL is ₹50 Lac
What type of scheme is Maxiom PMS - JEWEL?
Maxiom PMS - JEWEL is an Equity scheme. It falls in the LARGE AND MID CAP category.
What is the inception date of Maxiom PMS - JEWEL?
The inception date of Maxiom PMS - JEWEL is Jun 1, 2023 .
What is the exit load of Maxiom PMS - JEWEL?
Exit load is 0%

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