Business Today
Subscribe
PMS TodayBudget 2025US NewsIndiaWeatherBT ShortsNRIEducationElection
BT GolfBT India 100BT Mindrush
Search
Advertisement
Business News
pms
Maxiom PMS - EMERALD
Maxiom PMS - EMERALD

Maxiom PMS - EMERALD

  • Jama Wealth Asset Management Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 104
    Out of 235*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age2 years, 6 months
3.67%
4.62%
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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

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

bt_logoPORTFOLIO MANAGERS

Ram Kalyan Kumar Medury
  • Manager Rank Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr3.29%
Profile

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

Other Schemes
  • table
  • Grid
Compare
Maxiom PMS - EMERALD
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
127 Out of 251
Fixed Fee
2.50%
Scheme Return
3.67%
Benchmark Return
4.62%
Maxiom PMS - JEWEL
AUM (₹ Cr)
₹67.70 Cr
Hurdle Rate
6% or 10%
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
12 Out of 20
Fixed Fee
2.50%
Scheme Return
3.33%
Benchmark Return
4.62%
Maxiom PMS - SPARK
AUM (₹ Cr)
₹19.88 Cr
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category
Small Cap
Category Rank
24 Out of 28
Fixed Fee
2.50%
Scheme Return
1.22%
Benchmark Return
4.62%
Maxiom PMS - GEM
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
251 Out of 251
Fixed Fee
2.50%
Scheme Return
-2.79%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 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
i
Time Weighted Rate of Return

bt_logoFEE 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
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber?Login

bt_logoINVESTMENT 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

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

BT Tv

Ground Report From IGI Counters: Stranded Flyers Slam IndiGo Amid Widespread Cancellations7:17Ground Report From IGI Counters: Stranded Flyers Slam IndiGo Amid Widespread Cancellations
FM Sitharaman Clarifies Cess On Demerit Goods: Fungible Funds For Defence, Public Health Support5:04FM Sitharaman Clarifies Cess On Demerit Goods: Fungible Funds For Defence, Public Health Support
India–Russia Trade to Cross $100 Billion Before 2030: PM Modi Fast-Tracks Economic Partnership2:31India–Russia Trade To Cross $100 Billion Before 2030: PM Modi Fast-Tracks Economic Partnership
Russia Eyes Indian Workforce, New Trade Plan And Tariff Cuts In Major Economic Push11:22Russia Eyes Indian Workforce, New Trade Plan And Tariff Cuts In Major Economic Push
IndiGo CEO Pieter Elbers Admits Worst-Ever Disruption As Over 1,000 Flights Cancelled Nationwide3:48IndiGo CEO Pieter Elbers Admits Worst-Ever Disruption As Over 1,000 Flights Cancelled Nationwide
India & Russia Plan Faster Trade Routes, Digital Corridors & New Nuclear Opportunities2:42India & Russia Plan Faster Trade Routes, Digital Corridors & New Nuclear Opportunities
Passengers Angry Over IndiGo Delays, Complain Of No Information3:16Passengers Angry Over IndiGo Delays, Complain Of No Information
Vikram Misri: India–Russia to Accelerate FTA, Investment Treaty and Key Connectivity Negotiations1:58Vikram Misri: India–Russia To Accelerate FTA, Investment Treaty And Key Connectivity Negotiations
‘If US Can Buy Russian Fuel, Why Not India?’: Putin Challenges Trump’s Claim On Ukraine War3:01‘If US Can Buy Russian Fuel, Why Not India?’: Putin Challenges Trump’s Claim On Ukraine War
IndiGo Flight Chaos: Delhi Airport Meltdown, DGCA Relaxes Crew Rostering Restrictions8:35IndiGo Flight Chaos: Delhi Airport Meltdown, DGCA Relaxes Crew Rostering Restrictions
View more

bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Maxiom PMS - EMERALD
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category Rank
127 Out of 251
Fixed Fee
2.50%
Scheme Return
3.67%
Benchmark Return
4.62%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Jama Wealth Asset Management Pvt Ltd
Jama Wealth Asset Management Pvt Ltd manages assets worth Rs 118.93 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap, 1 Mid And Large Cap and 1 Small Cap schemes.

AUM (₹ cr)

118.93 (As on Oct, 2025)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Maxiom PMS - EMERALD
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
127 Out of 251
Fixed Fee
2.50%
Scheme Return
3.67%
Benchmark Return
4.62%
Maxiom PMS - JEWEL
AUM (₹ Cr)
₹67.70 Cr
Hurdle Rate
6% or 10%
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
12 Out of 20
Fixed Fee
2.50%
Scheme Return
3.33%
Benchmark Return
4.62%
Maxiom PMS - SPARK
AUM (₹ Cr)
₹19.88 Cr
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category
Small Cap
Category Rank
24 Out of 28
Fixed Fee
2.50%
Scheme Return
1.22%
Benchmark Return
4.62%
Maxiom PMS - GEM
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
251 Out of 251
Fixed Fee
2.50%
Scheme Return
-2.79%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Maxiom PMS - EMERALD?
The hurdle rate of Maxiom PMS - EMERALD is 6% or 25%.
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.
What is the exit load of Maxiom PMS - EMERALD?
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.

bt_logoTop Stories