Portfolio Management Services (PMS)Compare Schemes
GEOJIT-BEACON PORTFOLIO vs Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
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GEOJIT-BEACON PORTFOLIO
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%
Volatility • 1 yr deviation
1 Month
−2.85%
6.23%
6 Months
4.89%
22.18%
1 Year
5.63%
12.29%
3 Years
—
6.28%
5 Years
—
—
Since Inception
−3.63%
6.20%
Fund Age
2 yrs 1 mo
3 yrs 4 mo
AUM
₹189.12 Cr
₹5.13 Cr
Alpha – 1 Year
0.91%
12.64%
Alpha – 3 Years
—
−2.71%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
23.99%
22.31%
Volatility – 3 Years
—
—
Beta – 1 Year
1.32
0.71
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.12
0.38
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.68%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 19% · M 8% · S 71%
—
Number of Stocks
28
25
Portfolio P/E
—
—
Top 5 Holdings
Bajaj Finance Ltd · 7.98%
Krishna Institute of Medical Sciences Ltd · 5.42%
Jana Small Finance Bank Ltd · 5.38%
Eternal Ltd · 5.36%
Housing & Urban Development Corporation Ltd · 5.25%
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
Financial Services · 28.62%
Consumer Services · 13.20%
Capital Goods · 10.80%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%