Portfolio Management Services (PMS)Compare Schemes
Amaltas Keystone Fund vs Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Add SchemeGrowth of ₹1 Crore
Amaltas Keystone Fund
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
5.65%
6.23%
6 Months
52.84%
22.18%
1 Year
44.79%
12.29%
3 Years
—
6.28%
5 Years
—
—
Since Inception
24.04%
6.20%
Fund Age
19 mo
3 yrs 4 mo
AUM
₹65.12 Cr
₹5.13 Cr
Alpha – 1 Year
40.07%
12.64%
Alpha – 3 Years
—
−2.71%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
32.99%
22.31%
Volatility – 3 Years
—
—
Beta – 1 Year
1.48
0.71
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.12
0.38
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.77%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
25
Portfolio P/E
—
—
Top 5 Holdings
Piramal Enterprises Limited · 0.00%
CARE Ratings Ltd · 0.00%
Sterlite Technologies Ltd · 0.00%
Muthoot Microfin Ltd · 0.00%
Bodal Chemicals Ltd · 0.00%
Welspun Corp Ltd · 3.87%
Acutaas Chemicals Ltd · 3.87%
Lloyds Engineering Works Ltd · 3.87%
Black Box Ltd · 3.87%
Bajaj Consumer Care Ltd · 3.87%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%