Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio vs Unifi Insider Shadow*
Add SchemeReturn 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%
4.21%
6 Months
22.18%
10.07%
1 Year
12.29%
9.44%
3 Years
6.28%
8.18%
5 Years
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8.16%
Since Inception
6.20%
14.06%
Fund Age
3 yrs 4 mo
16 yrs 4 mo
AUM
₹5.13 Cr
₹85.99 Cr
Alpha – 1 Year
12.64%
4.72%
Alpha – 3 Years
−2.71%
−3.91%
Information Ratio – 3 Years
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Volatility – 1 Year
22.31%
17.03%
Volatility – 3 Years
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Beta – 1 Year
0.71
0.92
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.38
0.30
Sharpe Ratio – 3 Years
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Worst Rolling Year
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Value at Worst Rolling Year
—
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Deepest Drawdown
—
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Recovery Period
—
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1-Year Rolling Windows Positive
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Median Rolling Year
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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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