Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio vs Omni Super Debt
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Omni Super Debt
Return 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%
2.38%
6 Months
22.18%
6.85%
1 Year
12.29%
—
3 Years
6.28%
—
5 Years
—
—
Since Inception
6.20%
4.44%
Fund Age
3 yrs 4 mo
8 mo
AUM
₹5.13 Cr
₹0.03 Cr
Alpha – 1 Year
12.64%
—
Alpha – 3 Years
−2.71%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.31%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.71
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.38
—
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
—
—
Number of Stocks
25
4
Portfolio P/E
—
46.60
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%
Powergrid Infrastructure Investment Trust · 25.00%
LIC MF Nifty 8-13 yr G-Sec ETF · 25.00%
BHARAT Bond ETF - April 2033 · 25.00%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 25.00%
Top Sectors
—
Government · 42.79%
Power · 28.89%
Financial Services · 13.83%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%