Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Purnartha Vision Strategy
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%
5.60%
6 Months
22.18%
9.69%
1 Year
12.29%
14.36%
3 Years
6.28%
13.50%
5 Years
—
8.53%
Since Inception
6.20%
11.34%
Fund Age
3 yrs 4 mo
5 yrs 5 mo
AUM
₹5.13 Cr
₹190.75 Cr
Alpha – 1 Year
12.64%
9.64%
Alpha – 3 Years
−2.71%
1.41%
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
22.31%
24.59%
Volatility – 3 Years
—
18.73%
Beta – 1 Year
0.71
1.16
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
0.38
0.44
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
8.91%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−18.32%
Recovery Period
—
549 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.01%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 16% · M 12% · S 39%
Number of Stocks
25
—
Portfolio P/E
—
25.84
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%
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables 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%