Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
6.23%
−0.04%
6 Months
22.18%
0.28%
1 Year
12.29%
2.14%
3 Years
6.28%
10.02%
5 Years
—
13.15%
Since Inception
6.20%
11.46%
Fund Age
3 yrs 4 mo
8 yrs 7 mo
AUM
₹5.13 Cr
₹585.94 Cr
Alpha – 1 Year
12.64%
2.49%
Alpha – 3 Years
−2.71%
1.02%
Information Ratio – 3 Years
—
0.18
Volatility – 1 Year
22.31%
16.38%
Volatility – 3 Years
—
14.42%
Beta – 1 Year
0.71
1.00
Beta – 3 Years
—
0.96
Sharpe Ratio – 1 Year
0.38
-0.13
Sharpe Ratio – 3 Years
—
0.38
Worst Rolling Year
—
3.37%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
—
−17.04%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 65% · M 26% · S 8%
Number of Stocks
25
31
Portfolio P/E
—
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
—
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%