Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio vs THINQWISE INDIA LONG TERM FUND
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
THINQWISE INDIA LONG TERM FUND
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%
−0.86%
6 Months
22.18%
8.56%
1 Year
12.29%
5.56%
3 Years
6.28%
8.84%
5 Years
—
—
Since Inception
6.20%
10.12%
Fund Age
3 yrs 4 mo
3 yrs 2 mo
AUM
₹5.13 Cr
₹45.94 Cr
Alpha – 1 Year
12.64%
5.91%
Alpha – 3 Years
−2.71%
−0.16%
Information Ratio – 3 Years
—
0.15
Volatility – 1 Year
22.31%
23.84%
Volatility – 3 Years
—
20.02%
Beta – 1 Year
0.71
1.25
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
0.38
0.12
Sharpe Ratio – 3 Years
—
0.26
Worst Rolling Year
—
7.39%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−26.84%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.37%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
25
14
Portfolio P/E
—
—
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%