Portfolio Management Services (PMS)Compare Schemes
JM Financial - The Opportunistic vs Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Add SchemeGrowth of ₹1 Crore
JM Financial - The Opportunistic
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
Volatility • 3 yrs deviation
1 Month
2.65%
6.23%
6 Months
21.60%
22.18%
1 Year
21.16%
12.29%
3 Years
24.80%
6.28%
5 Years
17.88%
—
Since Inception
9.69%
6.20%
Fund Age
9 yrs 2 mo
3 yrs 4 mo
AUM
₹10.09 Cr
₹5.13 Cr
Alpha – 1 Year
18.18%
12.64%
Alpha – 3 Years
12.91%
−2.71%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
1.87%
22.31%
Volatility – 3 Years
1.87%
—
Beta – 1 Year
—
0.71
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
16.58
0.38
Sharpe Ratio – 3 Years
16.58
—
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 33% · M 13% · S 49%
—
Number of Stocks
22
25
Portfolio P/E
38.25
—
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
Capital Goods · 32.11%
Healthcare · 18.52%
Financial Services · 17.96%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%