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Maxiom PMS - GEM Quality-Momentum Strategy Portfolio vs ProfitGate Classic Compounders Equity Strategy

Maxiom PMS - GEM Quality-Momentum Strategy Portfolio

ProfitGate Classic Compounders Equity Strategy

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Return for the risk

1 yr return

-5%

10%

15%

20%

NIFTY 50 Total Return Index · -0.3%

Maxiom PMS - GEM Quality-Momentum Strategy Portfolio

12.3% • vol 22.3%

ProfitGate Classic Compounders Equity Strategy

10.8% • vol 21.9%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

6.23%

6.18%

6 Months

22.18%

11.87%

1 Year

12.29%

10.80%

3 Years

6.28%

—

5 Years

—

Since Inception

6.20%

15.20%

Fund Age

3 yrs 4 mo

3 yrs

AUM

₹5.13 Cr

₹683.44 Cr

Alpha – 1 Year

12.64%

6.08%

Alpha – 3 Years

−2.71%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

22.31%

21.88%

Volatility – 3 Years

—

Beta – 1 Year

0.71

1.09

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.38

0.33

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

—

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

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

3% / 2% / 1%

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