Portfolio Management Services (PMS)Compare Schemes
AMETRA - FACTORALPHA SMALLCAP PMS vs Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Add SchemeGrowth of ₹1 Crore
AMETRA - FACTORALPHA SMALLCAP PMS
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.25%
6.23%
6 Months
12.26%
22.18%
1 Year
7.30%
12.29%
3 Years
—
6.28%
5 Years
—
—
Since Inception
−4.78%
6.20%
Fund Age
1 yr 10 mo
3 yrs 4 mo
AUM
₹1.85 Cr
₹5.13 Cr
Alpha – 1 Year
2.58%
12.64%
Alpha – 3 Years
—
−2.71%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
34.80%
22.31%
Volatility – 3 Years
—
—
Beta – 1 Year
1.70
0.71
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
0.38
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−23.66%
—
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
—
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
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%