Ram Kalyan Kumar Medury
Fund Manager
Ram Kalyan Kumar Medury is a seasoned investment professional with 25 years of industry experience. He holds an MBA from IIM Bangalore and a Bachelor of Science in Computer Science.
JEWEL
Maxiom Asset Management Pvt Ltd
PMS Mid & Large Cap
Benchmark
Nifty 50 TRI
Inception Date
1 June 2023
Min. Investment
₹50,00,000
AUM (Cr.)
₹66.18
SIP Available
No
STP Available
No
Investment Strategy
Investment Approach
The investment strategy is designed to allocate capital to equities and equity-linked securities, encompassing the full spectrum of market capitalizations. The primary emphasis within this allocation will be directed towards large-capitalization entities.
Investment Objective
This Portfolio Management Service aims for sustained long-term wealth creation by focusing on established, high-quality large-capitalization enterprises. The investment strategy is guided by the "Roots & Wings" investment philosophy, which prioritizes companies exhibiting robust fundamental strength and significant growth potential.
Performance Returns
Returns as on 2025-12-31
Trailing Returns
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | 0.14% | -0.28% | 0.42% |
| 3 MONTHS | 3.32% | 6.33% | -3.01% |
| 6 MONTHS | -0.53% | 2.92% | -3.45% |
| 1 YEAR | 6.18% | 11.88% | -5.70% |
| 2 YEAR | 6.31% | 10.97% | -4.66% |
| SINCE INCEPTION | 8.30% | 15.30% | -7.00% |
Calendar Year Performance
| Year | Return |
|---|---|
| CY 2025 | 6.18% |
| CY 2024 | 5.93% |
Financial Year Performance
| Year | Return |
|---|---|
| FY 26_YTD | 9.36% |
| FY 25 | 4.72% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Managers
Portfolio Details
Portfolio Composition
Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%
Top 5 Holdings
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
Top 5 Sectors
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
Portfolio Characteristics
total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
2 Yrs, 6 Months
sip
Not Available
stp
Not Available
Fee Structure
Fixed Fee
AMC: 2.5%
Variable Fee
AMC: 1%
Hurdle: 6%
Profit Sharing: 20%
Exit Load
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Disclaimer
Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.
This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
Last Updated: January 2026 · Published by Affluense AI (affluense.ai)