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Maxiom PMS - JEWEL
Maxiom PMS - JEWEL

Maxiom PMS - JEWEL

  • Jama Wealth Asset Management Pvt Ltd
  • Mid AND Large Cap
  • 8
    Out of 17*
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Portfolio age2 years, 6 months
3.33%
4.62%
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 31/10/2025)
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 11
    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)
67.70
(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 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
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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

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Maxiom PMS - JEWEL
AUM (₹ Cr)
₹67.70 Cr
Hurdle Rate
6% or 10%
Benchmark
Nifty 50 TRI
Category Rank
12 Out of 20
Fixed Fee
2.50%
Scheme Return
3.33%
Benchmark Return
4.62%
Samvitti - PMS Long Term Growth
AUM (₹ Cr)
₹185.28 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 20
Fixed Fee
2.50%
Scheme Return
5.88%
Benchmark Return
4.27%
Geojit - Freedom Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 20
Fixed Fee
3%
Scheme Return
5.77%
Benchmark Return
4.62%
Growth Fund
AUM (₹ Cr)
₹21.14 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 20
Fixed Fee
2.50%
Scheme Return
4.36%
Benchmark Return
4.27%
Large and Midcap Portfolio
AUM (₹ Cr)
₹198.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 20
Fixed Fee
1.75%
Scheme Return
4.2%
Benchmark Return
4.3%
Shriram LEAPS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 20
Fixed Fee
No Option
Scheme Return
4.12%
Benchmark Return
4.62%
*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 - 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.

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