Portfolio Management Services (PMS)Compare Schemes
Investvalue India Winners Portfolio vs Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Add SchemeGrowth of ₹1 Crore
Investvalue India Winners Portfolio
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Return for the risk
1 yr return
5%
10%
15%
20%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.49%
6.23%
6 Months
—
22.18%
1 Year
—
12.29%
3 Years
—
6.28%
5 Years
—
—
Since Inception
17.31%
6.20%
Fund Age
5 mo
3 yrs 4 mo
AUM
₹30.77 Cr
₹5.13 Cr
Alpha – 1 Year
—
12.64%
Alpha – 3 Years
—
−2.71%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
22.31%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.71
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
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
L 20% · M 23% · S 49%
—
Number of Stocks
20
25
Portfolio P/E
53.40
—
Top 5 Holdings
Cash & Cash Equivalent · 8.00%
CCL Products (India) Ltd · 6.00%
KEI Industries Ltd · 5.00%
ABB India Ltd · 5.00%
Bharat Forge Ltd · 5.00%
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
Capital Goods · 32.00%
Automobile and Auto Components · 17.00%
Healthcare · 12.00%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%