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Maxiom PMS - EMERALD
Maxiom PMS - EMERALD

Maxiom PMS - EMERALD

  • Jama Wealth Asset Management Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 178
    Out of 256*
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PMS Bazaar
Portfolio age3 years, 1 month
2.33%
-1.72%
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

bt_logoTRAILING PERFORMANCE

(As on 31/05/2026)
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 185
    i
    Rank is based on 3-year return
  • Schemes Managed6
  • Total AUM95.10000000000001
  • Highest Return In 1 Yr4.59%
Profile

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

Other Schemes
  • table
  • Grid
Compare
Maxiom PMS - GEM
AUM (₹ Cr)
₹5.06 Cr
Hurdle Rate
6.00% or 25.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
10 Out of 285
Fixed Fee
2.50%
Scheme Return
7.4%
Benchmark Return
-1.72%
Maxiom PMS - EMERALD
AUM (₹ Cr)
₹2.51 Cr
Hurdle Rate
6.00% or 25.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
99 Out of 285
Fixed Fee
2.50%
Scheme Return
2.33%
Benchmark Return
-1.72%
Maxiom PMS - SPARK
AUM (₹ Cr)
₹19.45 Cr
Hurdle Rate
6.00% or 10.00%
Benchmark
Nifty 50 TRI
Category
Small Cap
Category Rank
12 Out of 27
Fixed Fee
2.50%
Scheme Return
1.43%
Benchmark Return
-1.72%
Maxiom PMS - JEWEL
AUM (₹ Cr)
₹64.98 Cr
Hurdle Rate
6.00% or 10.00%
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
14 Out of 22
Fixed Fee
2.50%
Scheme Return
0.85%
Benchmark Return
-1.72%
Maxiom PMS - CORAL Cyclical
AUM (₹ Cr)
₹1.90 Cr
Hurdle Rate
6.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
202 Out of 285
Fixed Fee
2.50%
Scheme Return
0.13%
Benchmark Return
-1.72%
Maxiom PMS - DIAMOND
AUM (₹ Cr)
₹1.20 Cr
Hurdle Rate
6.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
240 Out of 285
Fixed Fee
2.50%
Scheme Return
-0.62%
Benchmark Return
-1.72%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
2.51
(As on May, 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
i
Time Weighted Rate of Return

bt_logoFEE 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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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

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Maxiom PMS - EMERALD
AUM (₹ Cr)
₹2.51 Cr
Hurdle Rate
6.00% or 25.00%
Benchmark
Nifty 50 TRI
Category Rank
99 Out of 285
Fixed Fee
2.50%
Scheme Return
2.33%
Benchmark Return
-1.72%
Recovery Strategy
AUM (₹ Cr)
₹1.31 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 285
Fixed Fee
2.50%
Scheme Return
16.66%
Benchmark Return
-0.17%
Amaltas Keystone Fund
AUM (₹ Cr)
₹54.90 Cr
Hurdle Rate
10.00% or 12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 285
Fixed Fee
No Option
Scheme Return
14.11%
Benchmark Return
-0.17%
BB Money Plant
AUM (₹ Cr)
₹17.16 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 285
Fixed Fee
2.50%
Scheme Return
9.81%
Benchmark Return
-0.17%
Momentum 20 Pms Fund
AUM (₹ Cr)
₹6.20 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 285
Fixed Fee
2.00%
Scheme Return
8.75%
Benchmark Return
-0.17%
Sundaram Alternates - VOYAGER
AUM (₹ Cr)
₹202.29 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 285
Fixed Fee
2.50%
Scheme Return
8.07%
Benchmark Return
-0.17%
*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 124.54 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap, 1 Small Cap and 1 Mid And Large Cap schemes.

AUM (₹ cr)

124.54 (As on May, 2026)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Maxiom PMS - GEM
AUM (₹ Cr)
₹5.06 Cr
Hurdle Rate
6.00% or 25.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
10 Out of 285
Fixed Fee
2.50%
Scheme Return
7.4%
Benchmark Return
-1.72%
Maxiom PMS - EMERALD
AUM (₹ Cr)
₹2.51 Cr
Hurdle Rate
6.00% or 25.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
99 Out of 285
Fixed Fee
2.50%
Scheme Return
2.33%
Benchmark Return
-1.72%
Maxiom PMS - SPARK
AUM (₹ Cr)
₹19.45 Cr
Hurdle Rate
6.00% or 10.00%
Benchmark
Nifty 50 TRI
Category
Small Cap
Category Rank
12 Out of 27
Fixed Fee
2.50%
Scheme Return
1.43%
Benchmark Return
-1.72%
Maxiom PMS - JEWEL
AUM (₹ Cr)
₹64.98 Cr
Hurdle Rate
6.00% or 10.00%
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
14 Out of 22
Fixed Fee
2.50%
Scheme Return
0.85%
Benchmark Return
-1.72%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

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.
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.

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