Portfolio Management Services (PMS)Compare Schemes
Dalal & Broacha - Long Term Growth vs Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.61%
6.23%
6 Months
11.19%
22.18%
1 Year
4.47%
12.29%
3 Years
14.82%
6.28%
5 Years
12.64%
—
Since Inception
13.38%
6.20%
Fund Age
19 yrs
3 yrs 4 mo
AUM
₹1,249 Cr
₹5.13 Cr
Alpha – 1 Year
4.82%
12.64%
Alpha – 3 Years
5.82%
−2.71%
Information Ratio – 3 Years
0.87
—
Volatility – 1 Year
21.24%
22.31%
Volatility – 3 Years
17.51%
—
Beta – 1 Year
1.09
0.71
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
0.05
0.38
Sharpe Ratio – 3 Years
0.69
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 40% · M 40% · S 15%
—
Number of Stocks
25
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)
0% / 0% / 0%
0% / 0% / 0%