Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Pace - Secure
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
Volatility • 3 yrs deviation
1 Month
6.23%
−0.11%
6 Months
22.18%
2.89%
1 Year
12.29%
7.86%
3 Years
6.28%
10.62%
5 Years
—
10.19%
Since Inception
6.20%
9.46%
Fund Age
3 yrs 4 mo
5 yrs 7 mo
AUM
₹5.13 Cr
₹158.06 Cr
Alpha – 1 Year
12.64%
−1.70%
Alpha – 3 Years
−2.71%
0.86%
Information Ratio – 3 Years
—
0.37
Volatility – 1 Year
22.31%
1.80%
Volatility – 3 Years
—
3.43%
Beta – 1 Year
0.71
0.81
Beta – 3 Years
—
0.63
Sharpe Ratio – 1 Year
0.38
1.30
Sharpe Ratio – 3 Years
—
1.53
Worst Rolling Year
—
8.14%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.61%
5-Year Rolling Windows Positive
—
100.00%
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%
—
Top Sectors
—
—
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%