Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Quest Investment Managers – Flagship
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%
6.42%
6 Months
22.18%
15.63%
1 Year
12.29%
0.27%
3 Years
6.28%
12.69%
5 Years
—
8.81%
Since Inception
6.20%
15.48%
Fund Age
3 yrs 4 mo
18 yrs 10 mo
AUM
₹5.13 Cr
₹406.27 Cr
Alpha – 1 Year
12.64%
−4.45%
Alpha – 3 Years
−2.71%
0.61%
Information Ratio – 3 Years
—
0.21
Volatility – 1 Year
22.31%
22.89%
Volatility – 3 Years
—
19.09%
Beta – 1 Year
0.71
1.13
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.38
-0.11
Sharpe Ratio – 3 Years
—
0.45
Worst Rolling Year
—
-10.83%
Value at Worst Rolling Year
—
₹0.89 Cr
Deepest Drawdown
—
−31.17%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
91.19%
Median Rolling Year
—
17.32%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 28% · M 26% · S 45%
Number of Stocks
25
29
Portfolio P/E
—
38.78
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%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
—
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%