Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.45%
6.23%
6 Months
16.85%
22.18%
1 Year
9.30%
12.29%
3 Years
14.05%
6.28%
5 Years
14.30%
—
Since Inception
24.29%
6.20%
Fund Age
14 yrs 10 mo
3 yrs 4 mo
AUM
₹372.24 Cr
₹5.13 Cr
Alpha – 1 Year
4.58%
12.64%
Alpha – 3 Years
1.97%
−2.71%
Information Ratio – 3 Years
0.33
—
Volatility – 1 Year
21.18%
22.31%
Volatility – 3 Years
20.18%
—
Beta – 1 Year
1.04
0.71
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.27
0.38
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
-10.46%
—
Value at Worst Rolling Year
₹0.90 Cr
—
Deepest Drawdown
−23.77%
—
Recovery Period
99 days
—
1-Year Rolling Windows Positive
93.61%
—
Median Rolling Year
27.35%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
—
Number of Stocks
—
25
Portfolio P/E
—
—
Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
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
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
0% / 0% / 0%