Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
6.23%
2.21%
6 Months
22.18%
21.04%
1 Year
12.29%
21.34%
3 Years
6.28%
19.08%
5 Years
—
23.67%
Since Inception
6.20%
—
Fund Age
3 yrs 4 mo
6 yrs 4 mo
AUM
₹5.13 Cr
₹364.08 Cr
Alpha – 1 Year
12.64%
21.69%
Alpha – 3 Years
−2.71%
10.08%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
22.31%
32.28%
Volatility – 3 Years
—
28.08%
Beta – 1 Year
0.71
1.47
Beta – 3 Years
—
1.60
Sharpe Ratio – 1 Year
0.38
0.58
Sharpe Ratio – 3 Years
—
0.57
Worst Rolling Year
—
15.61%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
—
−31.98%
Recovery Period
—
457 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 90% · M 10%
Number of Stocks
25
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%