Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio vs Square 64 - Multicap
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Square 64 - Multicap
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
6.23%
5.13%
6 Months
22.18%
29.29%
1 Year
12.29%
14.37%
3 Years
6.28%
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5 Years
—
—
Since Inception
6.20%
7.27%
Fund Age
3 yrs 4 mo
1 yr 10 mo
AUM
₹5.13 Cr
₹108.4 Cr
Alpha – 1 Year
12.64%
9.65%
Alpha – 3 Years
−2.71%
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Information Ratio – 3 Years
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Volatility – 1 Year
22.31%
30.58%
Volatility – 3 Years
—
—
Beta – 1 Year
0.71
1.41
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.38
0.40
Sharpe Ratio – 3 Years
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—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
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Deepest Drawdown
—
−25.30%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
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Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
25
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Portfolio P/E
—
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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%
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Top Sectors
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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