Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 7.5%
0%
10%
Volatility • 3 yrs deviation
1 Month
−0.25%
6.23%
6 Months
3.36%
22.18%
1 Year
7.71%
12.29%
3 Years
10.42%
6.28%
5 Years
9.09%
—
Since Inception
10.42%
6.20%
Fund Age
16 yrs 11 mo
3 yrs 4 mo
AUM
₹257.93 Cr
₹5.13 Cr
Alpha – 1 Year
0.40%
12.64%
Alpha – 3 Years
2.97%
−2.71%
Information Ratio – 3 Years
2.62
—
Volatility – 1 Year
1.99%
22.31%
Volatility – 3 Years
1.94%
—
Beta – 1 Year
0.35
0.71
Beta – 3 Years
0.35
—
Sharpe Ratio – 1 Year
1.45
0.38
Sharpe Ratio – 3 Years
3.79
—
Worst Rolling Year
7.00%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
11.56%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
—
Number of Stocks
—
25
Portfolio P/E
—
—
Top 5 Holdings
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
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
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%