Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio vs Nine Rivers Capital - Aurum Small Cap Opportunities
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Nine Rivers Capital - Aurum Small Cap Opportunities
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%
−0.59%
6 Months
22.18%
18.29%
1 Year
12.29%
5.81%
3 Years
6.28%
7.48%
5 Years
—
14.52%
Since Inception
6.20%
24.60%
Fund Age
3 yrs 4 mo
13 yrs 8 mo
AUM
₹5.13 Cr
₹708.2 Cr
Alpha – 1 Year
12.64%
1.09%
Alpha – 3 Years
−2.71%
−4.61%
Information Ratio – 3 Years
—
-0.16
Volatility – 1 Year
22.31%
29.19%
Volatility – 3 Years
—
22.60%
Beta – 1 Year
0.71
1.53
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
0.38
0.14
Sharpe Ratio – 3 Years
—
0.29
Worst Rolling Year
—
-18.85%
Value at Worst Rolling Year
—
₹0.81 Cr
Deepest Drawdown
—
−30.22%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
85.17%
Median Rolling Year
—
23.06%
5-Year Rolling Windows Positive
—
96.19%
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%
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
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%
3% / 2% / 1%