Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio vs Right Horizons - India Business Leaders
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.23%
3.11%
6 Months
22.18%
4.12%
1 Year
12.29%
−0.25%
3 Years
6.28%
10.95%
5 Years
—
10.56%
Since Inception
6.20%
10.62%
Fund Age
3 yrs 4 mo
13 yrs 8 mo
AUM
₹5.13 Cr
₹41.22 Cr
Alpha – 1 Year
12.64%
0.18%
Alpha – 3 Years
−2.71%
2.39%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
22.31%
20.61%
Volatility – 3 Years
—
17.57%
Beta – 1 Year
0.71
1.24
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
0.38
-0.18
Sharpe Ratio – 3 Years
—
0.46
Worst Rolling Year
—
-10.52%
Value at Worst Rolling Year
—
₹0.89 Cr
Deepest Drawdown
—
−22.41%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
93.48%
Median Rolling Year
—
12.26%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
—
L 70% · M 29%
Number of Stocks
25
25
Portfolio P/E
—
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
—
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%