Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
TRADESWIFT BROKING-MULTI ASSET
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
6.23%
0.77%
6 Months
22.18%
11.30%
1 Year
12.29%
5.88%
3 Years
6.28%
—
5 Years
—
—
Since Inception
6.20%
10.85%
Fund Age
3 yrs 4 mo
2 yrs 5 mo
AUM
₹5.13 Cr
₹45.96 Cr
Alpha – 1 Year
12.64%
−0.98%
Alpha – 3 Years
−2.71%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.31%
21.88%
Volatility – 3 Years
—
—
Beta – 1 Year
0.71
2.00
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.38
0.12
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−19.87%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 12% · M 4% · S 66%
Number of Stocks
25
39
Portfolio P/E
—
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
—
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1.5% / 1%