Business Today
Subscribe
WEF Davos 2026PMS TodayUS NewsIndiaWeatherBT ShortsNRIEducationElection
BT GolfBT India 100BT Mindrush
Search
Advertisement
Business News
pms
Maxiom PMS - JEWEL
Maxiom PMS - JEWEL

Maxiom PMS - JEWEL

  • Jama Wealth Asset Management Pvt Ltd
  • Mid AND Large Cap
  • 5
    Out of 17*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age2 years, 8 months
0.14%
-0.28%
Hurdle Rate**6% or 10%
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 31/12/2025)
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 13
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr6.18%
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
9 Out of 263
Fixed Fee
2.50%
Scheme Return
2.39%
Benchmark Return
-0.28%
Maxiom PMS - JEWEL
AUM (₹ Cr)
₹66.18 Cr
Hurdle Rate
6% or 10%
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
7 Out of 21
Fixed Fee
2.50%
Scheme Return
0.14%
Benchmark Return
-0.28%
Maxiom PMS - SPARK
AUM (₹ Cr)
₹19.53 Cr
Hurdle Rate
6% or 10%
Benchmark
Nifty 50 TRI
Category
Small Cap
Category Rank
7 Out of 28
Fixed Fee
2.50%
Scheme Return
-0.79%
Benchmark Return
-0.28%
Maxiom PMS - GEM
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
134 Out of 263
Fixed Fee
2.50%
Scheme Return
-1.02%
Benchmark Return
-0.28%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
66.18
(As on Dec, 2025)
Inception Date
Jun 01, 2023
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is No Option if redeemed in 0-1 year, No Option if redeemed in > 1-2 years, No Option 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 10%
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

Provide long-term capital appreciation through investing in fundamentally strong large-cap companies that adhere to the roots & wings investment philosophy

Investment Approach

This approach has the mandate to invest in Equity and Equity-related instruments across the entire market capitalization spectrum primarily focusing on large-cap companies

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

BT Golf 2025-26 Kochi, Kerala Awards Ceremony Marks A High-Energy, Successful Conclusion16:42BT Golf 2025-26 Kochi, Kerala Awards Ceremony Marks A High-Energy, Successful Conclusion
Golf Is An Addiction. We Eat And Sleep Golf!4:10Golf Is An Addiction. We Eat And Sleep Golf!
The Fairway Fixes Everything. Mindset, Life, Relationships3:24The Fairway Fixes Everything. Mindset, Life, Relationships
BT Golf LIVE: Join AU Small Finance Bank Presents BT Golf 2025-26 For Its 4th Leg In Kochi, Kerala9:49BT Golf LIVE: Join AU Small Finance Bank Presents BT Golf 2025-26 For Its 4th Leg In Kochi, Kerala
AI Will Change MBAs, Not Leadership: IMD President On India’s Global Education Rise16:24AI Will Change MBAs, Not Leadership: IMD President On India’s Global Education Rise
Golf & Life: Handling Every High And Low2:33Golf & Life: Handling Every High And Low
It’s Time More Women Picked Up The Club. Golf Welcomes Women At Every Stage Of Life.3:16It’s Time More Women Picked Up The Club. Golf Welcomes Women At Every Stage Of Life.
RBI Says Trade Deals with EU, US & Others Strengthen India’s External Sector Outlook4:59RBI Says Trade Deals With EU, US & Others Strengthen India’s External Sector Outlook
Jeffrey Sachs Praises Modi On India-US Trade Deal: “Trump Blinked, India Must Not Depend On US”18:36Jeffrey Sachs Praises Modi On India-US Trade Deal: “Trump Blinked, India Must Not Depend On U.S.”
Agra’s ₹127 Cr Housing Project In Ruins: Flats For Poor Rot Before Occupation4:55Agra’s ₹127 Cr Housing Project In Ruins: Flats For Poor Rot Before Occupation
View more

bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Maxiom PMS - JEWEL
AUM (₹ Cr)
₹66.18 Cr
Hurdle Rate
6% or 10%
Benchmark
Nifty 50 TRI
Category Rank
7 Out of 21
Fixed Fee
2.50%
Scheme Return
0.14%
Benchmark Return
-0.28%
Shriram LEAPS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 21
Fixed Fee
No Option
Scheme Return
3.11%
Benchmark Return
-0.28%
Growth Fund
AUM (₹ Cr)
₹24.28 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 21
Fixed Fee
2.50%
Scheme Return
1.69%
Benchmark Return
-0.24%
Care PMS - Large and Midcap Strategy
AUM (₹ Cr)
₹51.30 Cr
Hurdle Rate
No option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 21
Fixed Fee
2.00%
Scheme Return
1.52%
Benchmark Return
-0.24%
Ayan Analytics - Price Bridge Upswing
AUM (₹ Cr)
UNDISC.
Hurdle Rate
14%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 21
Fixed Fee
1.35%
Scheme Return
1.44%
Benchmark Return
-0.28%
Core-Equity
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 21
Fixed Fee
No Option
Scheme Return
1.18%
Benchmark Return
-0.24%
*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 119.77 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)

119.77 (As on Dec, 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
9 Out of 263
Fixed Fee
2.50%
Scheme Return
2.39%
Benchmark Return
-0.28%
Maxiom PMS - JEWEL
AUM (₹ Cr)
₹66.18 Cr
Hurdle Rate
6% or 10%
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
7 Out of 21
Fixed Fee
2.50%
Scheme Return
0.14%
Benchmark Return
-0.28%
Maxiom PMS - SPARK
AUM (₹ Cr)
₹19.53 Cr
Hurdle Rate
6% or 10%
Benchmark
Nifty 50 TRI
Category
Small Cap
Category Rank
7 Out of 28
Fixed Fee
2.50%
Scheme Return
-0.79%
Benchmark Return
-0.28%
Maxiom PMS - GEM
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
134 Out of 263
Fixed Fee
2.50%
Scheme Return
-1.02%
Benchmark Return
-0.28%
*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 - JEWEL?
The hurdle rate of Maxiom PMS - JEWEL is 6% or 10%.
What is the fixed fee charged in Maxiom PMS - JEWEL ?
The fixed fee charged in Maxiom PMS - JEWEL is 2.50%.
What is the variable fee charged in Maxiom PMS - JEWEL ?
The variable fee charged in Maxiom PMS - JEWEL is 1.00%.
What is the profit sharing in Maxiom PMS - JEWEL ?
The profit sharing in Maxiom PMS - JEWEL is 20% Profit sharing above 6% Hurdle or 25% Profit sharing above 10% Hurdle.
What is the minimum investment in Maxiom PMS - JEWEL ?
The minimum investment in Maxiom PMS - JEWEL is ₹50 Lacs
What type of scheme is Maxiom PMS - JEWEL?
Maxiom PMS - JEWEL is an Equity scheme. It falls in the Mid AND Large Cap category.
What is the inception date of Maxiom PMS - JEWEL?
The inception date of Maxiom PMS - JEWEL is Jun 01, 2023.
What is the exit load of Maxiom PMS - JEWEL?
Exit load is No Option if redeemed in 0-1 year, No Option if redeemed in > 1-2 years, No Option if redeemed in > 2-3 years, 0% thereafter.

bt_logoTop Stories