Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio vs Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Add SchemeReturn for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
6.23%
3.17%
6 Months
22.18%
6.78%
1 Year
12.29%
13.06%
3 Years
6.28%
8.79%
5 Years
—
—
Since Inception
6.20%
8.64%
Fund Age
3 yrs 4 mo
3 yrs 2 mo
AUM
₹5.13 Cr
₹66.61 Cr
Alpha – 1 Year
12.64%
13.41%
Alpha – 3 Years
−2.71%
−0.20%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.31%
20.80%
Volatility – 3 Years
—
—
Beta – 1 Year
0.71
1.21
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.38
0.41
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 90% · M 10%
Number of Stocks
25
26
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%
Bajaj Auto Ltd · 6.00%
Solar Industries India Ltd · 5.64%
Bharat Electronics Ltd · 5.46%
Cholamandalam Investment & Finance Company Ltd · 5.00%
Aditya Birla Capital Ltd · 4.90%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%