Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio vs Prudent Equity Growth Strategy
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Prudent Equity Growth Strategy
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%
−2.67%
6 Months
22.18%
4.01%
1 Year
12.29%
3.88%
3 Years
6.28%
—
5 Years
—
—
Since Inception
6.20%
−1.21%
Fund Age
3 yrs 4 mo
2 yrs 1 mo
AUM
₹5.13 Cr
₹29.71 Cr
Alpha – 1 Year
12.64%
−0.84%
Alpha – 3 Years
−2.71%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.31%
22.02%
Volatility – 3 Years
—
—
Beta – 1 Year
0.71
1.16
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.38
0.03
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−15.04%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 9% · S 73%
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%
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Top Sectors
—
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 0% / 0%