Business Today
Subscribe
IndiaNRICareer & JobsUS NewsWeatherPetrol PricesDiesel PricesPMS TodayBT Reels
Lenovo FIFA World Cup 2026EY Business Today Hidden Gems 2026BT Mindrush
Search
Advertisement
Business News
pms
Maxiom PMS - SPARK
Maxiom PMS - SPARK

Maxiom PMS - SPARK

  • Jama Wealth Asset Management Pvt Ltd
  • Small Cap
  • 20
    Out of 24*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age3 years, 1 month
1.43%
-1.72%
Hurdle Rate**6.00% or 10.00%
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 16
    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)
19.45
(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 10.00%
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 generate long-term capital appreciation by investing in small-cap companies with strong fundamentals and high growth potential, in line with the Roots & Wings philosophy.

Investment Approach

This approach invests in Equity and Equity-related instruments across the entire market capitalization spectrum, but primarily focusing on small-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

Rajnath Singh’s Big Vision: Why Gujarat Is Set To Become India’s Next Defence Manufacturing Hub!4:31Rajnath Singh’s Big Vision: Why Gujarat Is Set To Become India’s Next Defence Manufacturing Hub!
WhatsApp's Biggest Transformation Begins! No Phone Number, Ads & Premium Plans1:54WhatsApp's Biggest Transformation Begins! No Phone Number, Ads & Premium Plans
PM Modi Meets Top Secretaries | Watch To Know The Full Agenda1:31PM Modi Meets Top Secretaries | Watch To Know The Full Agenda
100% Road Tax Waiver For Clean Vehicles! Centre's Big Push For EVs & Green Transport1:49100% Road Tax Waiver For Clean Vehicles! Centre's Big Push For EVs & Green Transport
IPhone 18 Pro Secrets Leaked? Tata Electronics Cyberattack Raises Major Security Concerns1:37IPhone 18 Pro Secrets Leaked? Tata Electronics Cyberattack Raises Major Security Concerns
"My Personal Accident Story": Nitin Gadkari Opens Up On The Dangers Of Unsafe Roads In India5:12"My Personal Accident Story": Nitin Gadkari Opens Up On The Dangers Of Unsafe Roads In India
"Future Warfare Will Be Integrated": General Upendra Dwivedi On The Indian Army's New Vision2:51"Future Warfare Will Be Integrated": General Upendra Dwivedi On The Indian Army's New Vision
Buying Gold ETFs? Navneet Damani Reveals The 50-25-25 Investment Strategy1:41Buying Gold ETFs? Navneet Damani Reveals The 50-25-25 Investment Strategy
Gold Falls For 4th Straight Month As U.S.-Iran Tensions Fuel Inflation Concerns17:36Gold Falls For 4th Straight Month As U.S.-Iran Tensions Fuel Inflation Concerns
Why Is Indian Gold More Expensive Than International Gold? Expert Explains1:23Why Is Indian Gold More Expensive Than International Gold? Expert Explains
View more

bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Maxiom PMS - SPARK
AUM (₹ Cr)
₹19.45 Cr
Hurdle Rate
6.00% or 10.00%
Benchmark
Nifty 50 TRI
Category Rank
12 Out of 27
Fixed Fee
2.50%
Scheme Return
1.43%
Benchmark Return
-1.72%
Green Portfolio - Super 30 Dynamic
AUM (₹ Cr)
₹230.55 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 27
Fixed Fee
2.25%
Scheme Return
10.57%
Benchmark Return
-0.17%
NMR Growth Strategy
AUM (₹ Cr)
₹62.56 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 27
Fixed Fee
No Option
Scheme Return
9.79%
Benchmark Return
-0.17%
Alpha Small Cap
AUM (₹ Cr)
₹7.68 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 27
Fixed Fee
2.50%
Scheme Return
5.76%
Benchmark Return
-0.17%
Right Horizons - Super Value Aggressive
AUM (₹ Cr)
₹87.91 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 27
Fixed Fee
No Option
Scheme Return
5.76%
Benchmark Return
-0.17%
Sundaram Alternates - Rising Stars
AUM (₹ Cr)
₹106.95 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 27
Fixed Fee
2.50%
Scheme Return
5.73%
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 - SPARK?
The hurdle rate of Maxiom PMS - SPARK is 6.00% or 10.00%.
What is the fixed fee charged in Maxiom PMS - SPARK ?
The fixed fee charged in Maxiom PMS - SPARK is 2.50%.
What is the variable fee charged in Maxiom PMS - SPARK ?
The variable fee charged in Maxiom PMS - SPARK is 1.00%.
What is the profit sharing in Maxiom PMS - SPARK ?
The profit sharing in Maxiom PMS - SPARK is 20% Profit sharing above 6% Hurdle or 25% Profit sharing above 10% Hurdle.
What is the minimum investment in Maxiom PMS - SPARK ?
The minimum investment in Maxiom PMS - SPARK is ₹50 Lacs
What type of scheme is Maxiom PMS - SPARK?
Maxiom PMS - SPARK is an Equity scheme. It falls in the Small Cap category.
What is the inception date of Maxiom PMS - SPARK?
The inception date of Maxiom PMS - SPARK is Jun 01, 2023.
What is the exit load of Maxiom PMS - SPARK?
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