Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
MOAT - Emerging Moat
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.23%
2.64%
6 Months
22.18%
5.29%
1 Year
12.29%
2.64%
3 Years
6.28%
8.64%
5 Years
—
—
Since Inception
6.20%
12.31%
Fund Age
3 yrs 4 mo
3 yrs 11 mo
AUM
₹5.13 Cr
₹56.94 Cr
Alpha – 1 Year
12.64%
−2.08%
Alpha – 3 Years
−2.71%
−3.45%
Information Ratio – 3 Years
—
-0.33
Volatility – 1 Year
22.31%
19.56%
Volatility – 3 Years
—
17.76%
Beta – 1 Year
0.71
1.08
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
0.38
-0.05
Sharpe Ratio – 3 Years
—
0.31
Worst Rolling Year
—
8.64%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−25.57%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.83%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
25
—
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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%