Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio vs Narnolia - MultiCap Strategy
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Narnolia - MultiCap Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.23%
−0.96%
6 Months
22.18%
0.48%
1 Year
12.29%
5.92%
3 Years
6.28%
7.42%
5 Years
—
7.02%
Since Inception
6.20%
14.49%
Fund Age
3 yrs 4 mo
14 yrs 5 mo
AUM
₹5.13 Cr
₹332.27 Cr
Alpha – 1 Year
12.64%
6.27%
Alpha – 3 Years
−2.71%
−1.58%
Information Ratio – 3 Years
—
-0.22
Volatility – 1 Year
22.31%
17.19%
Volatility – 3 Years
—
15.80%
Beta – 1 Year
0.71
1.07
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.38
0.12
Sharpe Ratio – 3 Years
—
0.21
Worst Rolling Year
—
-8.23%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
—
−19.80%
Recovery Period
—
265 days
1-Year Rolling Windows Positive
—
95.19%
Median Rolling Year
—
13.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 58% · M 13% · S 28%
Number of Stocks
25
27
Portfolio P/E
—
36.45
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%
State Bank of India · 7.90%
Mahindra & Mahindra Ltd · 7.67%
HDFC Bank Ltd · 6.51%
Larsen & Toubro Ltd · 5.65%
Reliance Industries Ltd · 5.51%
Top Sectors
—
Financial Services · 33.32%
Automobile and Auto Components · 15.10%
Fast Moving Consumer Goods · 7.43%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%