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FIRST--Moderate strategy vs Maxiom PMS - GEM Quality-Momentum Strategy Portfolio

FIRST--Moderate strategy

Maxiom PMS - GEM Quality-Momentum Strategy Portfolio

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Return for the risk

1 yr return

10%

15%

20%

Nifty 500 · 5.2%

FIRST--Moderate strategy

8.7% • vol 0.8%

Maxiom PMS - GEM Quality-Momentum Strategy Portfolio

12.3% • vol 22.3%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

0.61%

6.23%

6 Months

4.10%

22.18%

1 Year

8.70%

12.29%

3 Years

—

6.28%

5 Years

—

Since Inception

9.63%

6.20%

Fund Age

2 yrs 4 mo

3 yrs 4 mo

AUM

₹98.62 Cr

₹5.13 Cr

Alpha – 1 Year

3.50%

12.64%

Alpha – 3 Years

—

−2.71%

Information Ratio – 3 Years

—

Volatility – 1 Year

0.83%

22.31%

Volatility – 3 Years

—

Beta – 1 Year

0.26

0.71

Beta – 3 Years

—

Sharpe Ratio – 1 Year

3.58

0.38

Sharpe Ratio – 3 Years

—

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

—

Number of Stocks

—

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

1.00% / yr

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

0% / 0% / 0%

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