Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio

EQUITY LARGE & MID CAP

Invests in equity and equity-related instruments across the entire market capitalization spectrum.

+5.37%

1Y annualised returns

-0.28%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

01 Jun '23

Total AUM

₹67.70Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity100.0%

Equity market cap split

Large Cap90.0%

Mid Cap10.0%

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

0.00%

PMS management

About

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

Experience

Over 25 years of industry experience.

PMS house

Maxiom Asset Management

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