Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio vs Purnartha Dynamic Midcap
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Purnartha Dynamic Midcap
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.23%
−0.54%
6 Months
22.18%
12.07%
1 Year
12.29%
11.66%
3 Years
6.28%
13.52%
5 Years
—
—
Since Inception
6.20%
14.98%
Fund Age
3 yrs 4 mo
3 yrs 6 mo
AUM
₹5.13 Cr
₹447.27 Cr
Alpha – 1 Year
12.64%
6.94%
Alpha – 3 Years
−2.71%
1.43%
Information Ratio – 3 Years
—
0.13
Volatility – 1 Year
22.31%
21.15%
Volatility – 3 Years
—
18.85%
Beta – 1 Year
0.71
1.14
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
0.38
0.37
Sharpe Ratio – 3 Years
—
0.48
Worst Rolling Year
—
10.55%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
—
−17.40%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.34%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 28% · M 19% · S 29%
Number of Stocks
25
—
Portfolio P/E
—
33.83
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%
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%