Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Unifi APJ 20*
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.23%
3.07%
6 Months
22.18%
13.63%
1 Year
12.29%
10.76%
3 Years
6.28%
13.00%
5 Years
—
13.13%
Since Inception
6.20%
20.07%
Fund Age
3 yrs 4 mo
10 yrs 11 mo
AUM
₹5.13 Cr
₹942.94 Cr
Alpha – 1 Year
12.64%
6.04%
Alpha – 3 Years
−2.71%
0.91%
Information Ratio – 3 Years
—
0.27
Volatility – 1 Year
22.31%
18.61%
Volatility – 3 Years
—
17.55%
Beta – 1 Year
0.71
1.02
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
0.38
0.35
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
-10.32%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
—
−17.59%
Recovery Period
—
518 days
1-Year Rolling Windows Positive
—
95.82%
Median Rolling Year
—
19.87%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 15% · M 3% · S 82%
Number of Stocks
25
—
Portfolio P/E
—
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
—
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—