Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio vs Nippon - High Conviction Equity - HCEP
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Nippon - High Conviction Equity - HCEP
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
6.23%
3.27%
6 Months
22.18%
6.66%
1 Year
12.29%
7.95%
3 Years
6.28%
14.01%
5 Years
—
12.40%
Since Inception
6.20%
16.07%
Fund Age
3 yrs 4 mo
12 yrs 5 mo
AUM
₹5.13 Cr
₹27.98 Cr
Alpha – 1 Year
12.64%
3.23%
Alpha – 3 Years
−2.71%
1.92%
Information Ratio – 3 Years
—
0.55
Volatility – 1 Year
22.31%
16.42%
Volatility – 3 Years
—
14.36%
Beta – 1 Year
0.71
0.92
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.38
0.15
Sharpe Ratio – 3 Years
—
0.63
Worst Rolling Year
—
-4.39%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
—
−17.36%
Recovery Period
—
532 days
1-Year Rolling Windows Positive
—
97.43%
Median Rolling Year
—
15.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 25% · M 6% · S 37%
Number of Stocks
25
30
Portfolio P/E
—
29.90
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%
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
—
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%