Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio vs Valtrust equity funds
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Valtrust equity funds
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
6.23%
2.45%
6 Months
22.18%
9.02%
1 Year
12.29%
18.15%
3 Years
6.28%
18.72%
5 Years
—
—
Since Inception
6.20%
22.94%
Fund Age
3 yrs 4 mo
3 yrs 5 mo
AUM
₹5.13 Cr
₹3.73 Cr
Alpha – 1 Year
12.64%
13.43%
Alpha – 3 Years
−2.71%
6.63%
Information Ratio – 3 Years
—
1.00
Volatility – 1 Year
22.31%
14.44%
Volatility – 3 Years
—
12.28%
Beta – 1 Year
0.71
0.74
Beta – 3 Years
—
0.73
Sharpe Ratio – 1 Year
0.38
0.86
Sharpe Ratio – 3 Years
—
1.04
Worst Rolling Year
—
18.23%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
—
−12.58%
Recovery Period
—
245 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.00%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
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%
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Top Sectors
—
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%