What is the hurdle rate of Maxiom PMS - SPARK?

The hurdle rate of Maxiom PMS - SPARK is 6% or 25%.

What is the fixed fee charged in Maxiom PMS - SPARK ?

The fixed fee charged in Maxiom PMS - SPARK is 2.50%.

What is the variable fee charged in Maxiom PMS - SPARK ?

The variable fee charged in Maxiom PMS - SPARK is 1.00%.

What is the profit sharing in Maxiom PMS - SPARK ?

The profit sharing in Maxiom PMS - SPARK is 20% Profit sharing above 6% Hurdle or 25% Profit sharing above 10% Hurdle.

What is the minimum investment in Maxiom PMS - SPARK ?

The minimum investment in Maxiom PMS - SPARK is ₹50 Lacs

What type of scheme is Maxiom PMS - SPARK?

Maxiom PMS - SPARK is an Equity scheme. It falls in the SMALL CAP category.

What is the inception date of Maxiom PMS - SPARK?

The inception date of Maxiom PMS - SPARK is Jun 01, 2023.

Maxiom PMS - SPARK

Jama Wealth Asset Management Pvt Ltd
SMALL CAP

11
Out of 21*
Compare
Share

Portfolio age2 years, 1 month

2.95%

1.92%

Hurdle Rate**6% or 25%

Fixed fee2.50%

Min. Investment₹50 Lacs

*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 30/06/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

DETAILED PORTFOLIO

EQUITY (Undisclosed)

Allocation by Market Cap

Undisclosed

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

PORTFOLIO MANAGERS

Ram Kalyan Kumar Medury

Manager Rank Out of 15
i
Rank is based on 3-year return
Schemes Managed4
Total AUMUndisclosed
Highest Return In 1 Yr7.74%

Profile

Ram Kalyan Kumar Medury - 25yrs Industry Experience, MBA, IIM Bangalore, BS Comp Sc.

Other Schemes

1m 3m 6m 1y 3y 5y

table
Grid

Compare

Maxiom PMS - GEM

AUM (₹ Cr)

UNDISC.

Hurdle Rate

6% or 25%

Benchmark

Nifty 50 TRI

Category

MULTI CAP AND FLEXI CAP

Category Rank

3 Out of 250

Fixed Fee

2.50%

Scheme Return

7.94%

Benchmark Return

1.92%

Maxiom PMS - JEWEL

AUM (₹ Cr)

₹60.59 Cr

Hurdle Rate

6% or 10%

Benchmark

Nifty 50 TRI

Category

LARGE AND MID CAP

Category Rank

6 Out of 22

Fixed Fee

2.50%

Scheme Return

4.88%

Benchmark Return

1.92%

Maxiom PMS - SPARK

AUM (₹ Cr)

UNDISC.

Hurdle Rate

6% or 25%

Benchmark

Nifty 50 TRI

Category

SMALL CAP

Category Rank

16 Out of 25

Fixed Fee

2.50%

Scheme Return

2.95%

Benchmark Return

1.92%

Maxiom PMS - EMERALD

AUM (₹ Cr)

UNDISC.

Hurdle Rate

6% or 25%

Benchmark

Nifty 50 TRI

Category

MULTI CAP AND FLEXI CAP

Category Rank

211 Out of 250

Fixed Fee

2.50%

Scheme Return

1.83%

Benchmark Return

1.92%

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)

UNDISC.

(As on Jun, 2025)

Inception Date

Jun 01, 2023

Min. Investment

₹50 Lacs

SIP Option

Not Available

STP Option

Not Available

Exit Load

Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.50%

Variable Fee

1.00%

Hurdle Rate

6% or 25%

Profit Sharing

20% Profit sharing above 6% Hurdle or 25% Profit sharing above 10% Hurdle

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INVESTMENT PHILOSOPHY

Objective

To generate long-term capital appreciation by investing in small-cap companies with strong fundamentals and high growth potential, in line with the Roots & Wings philosophy.

Investment Approach

This approach invests in Equity and Equity-related instruments across the entire market capitalization spectrum, but primarily focusing on small-cap companies.