What is the hurdle rate of Maxiom PMS - EMERALD?

The hurdle rate of Maxiom PMS - EMERALD is 6.00% or 25.00%.

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

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

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

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

What is the profit sharing in Maxiom PMS - EMERALD ?

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

What is the minimum investment in Maxiom PMS - EMERALD ?

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

What type of scheme is Maxiom PMS - EMERALD?

Maxiom PMS - EMERALD is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.

What is the inception date of Maxiom PMS - EMERALD?

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

Maxiom PMS - EMERALD

Jama Wealth Asset Management Pvt Ltd
Multi Cap AND Flexi Cap

177
Out of 198*
Compare
Share

Portfolio age3 years, 2 months

0.74%

2.36%

Hurdle Rate**6.00% or 25.00%

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 31/07/2026)

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

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

Allocation by Market Cap

Undisclosed

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

PORTFOLIO MANAGERS

Ram Kalyan Kumar Medury

Manager Rank177 Out of 198
i
Rank is based on 3-year return
Schemes Managed6
Total AUM102.4
Highest Return In 1 Yr6.49%

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 - SPARK

AUM (₹ Cr)

₹20.56 Cr

Hurdle Rate

6.00% or 10.00%

Benchmark

Nifty 50 TRI

Category

Small Cap

Category Rank

7 Out of 28

Fixed Fee

2.50%

Scheme Return

2.1%

Benchmark Return

2.36%

Maxiom PMS - JEWEL

AUM (₹ Cr)

₹66.61 Cr

Hurdle Rate

6.00% or 10.00%

Benchmark

Nifty 50 TRI

Category

Mid AND Large Cap

Category Rank

8 Out of 23

Fixed Fee

2.50%

Scheme Return

1.91%

Benchmark Return

2.36%

Maxiom PMS - DIAMOND

AUM (₹ Cr)

₹1.17 Cr

Hurdle Rate

6.00% or 10%

Benchmark

Nifty 50 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

135 Out of 284

Fixed Fee

2.50%

Scheme Return

1.43%

Benchmark Return

2.36%

Maxiom PMS - EMERALD

AUM (₹ Cr)

₹6.87 Cr

Hurdle Rate

6.00% or 25.00%

Benchmark

Nifty 50 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

171 Out of 284

Fixed Fee

2.50%

Scheme Return

0.74%

Benchmark Return

2.36%

Maxiom PMS - CORAL Cyclical

AUM (₹ Cr)

₹2.06 Cr

Hurdle Rate

6.00% or 10%

Benchmark

Nifty 50 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

235 Out of 284

Fixed Fee

2.50%

Scheme Return

-0.89%

Benchmark Return

2.36%

Maxiom PMS - GEM

AUM (₹ Cr)

₹5.13 Cr

Hurdle Rate

6.00% or 25.00%

Benchmark

Nifty 50 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

277 Out of 284

Fixed Fee

2.50%

Scheme Return

-3.16%

Benchmark Return

2.36%

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

FUND SUMMARY

AUM (₹ Cr)

6.87

(As on Jul, 2026)

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

6.00% or 25.00%

Profit Sharing

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

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INVESTMENT PHILOSOPHY

Objective

to provide long-term capital appreciation and diversification by investing in equities and also a range of mutual funds across asset classes, including equity, debt, and gold

Investment Approach

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