Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio vs Wallfort-India Contra Equity Fund
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Wallfort-India Contra Equity Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
6.23%
3.26%
6 Months
22.18%
17.84%
1 Year
12.29%
16.84%
3 Years
6.28%
—
5 Years
—
—
Since Inception
6.20%
22.85%
Fund Age
3 yrs 4 mo
7 mo
AUM
₹5.13 Cr
₹37.36 Cr
Alpha – 1 Year
12.64%
12.12%
Alpha – 3 Years
−2.71%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.31%
29.93%
Volatility – 3 Years
—
—
Beta – 1 Year
0.71
1.60
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.38
0.48
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
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%
Aditya Birla Real Estate Ltd · 16.62%
Kalyani Steels Ltd · 15.41%
L G Balakrishnan & Bros Ltd · 12.63%
HDFC Bank Ltd · 11.21%
Kolte Patil Developers Ltd · 10.11%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%