Maxiom PMS - EMERALD-Diversified Mutual Fund Portfolio
EQUITY MULTI CAP
Mutual funds are selected based on their alignment with the roots & wings philosophy, as well as their diversification across asset classes and sectors. Additional selection criteria include monitoring credit scores of bond holdings, calculating a proprietary score to assess fragility, and evaluating peer performance rank scores through quartile ranking and rolling rank analysis
-2.14%
1Y annualised returns
-0.28%
Benchmark returns (NIFTY 50 Total Return Index)
Launch date
01 Jun '23
Total AUM
₹1.31Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period