Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Wave-Bloom
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
6.23%
−0.67%
6 Months
22.18%
−7.55%
1 Year
12.29%
0.34%
3 Years
6.28%
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5 Years
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Since Inception
6.20%
12.70%
Fund Age
3 yrs 4 mo
2 yrs 3 mo
AUM
₹5.13 Cr
₹7.52 Cr
Alpha – 1 Year
12.64%
−2.64%
Alpha – 3 Years
−2.71%
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Information Ratio – 3 Years
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Volatility – 1 Year
22.31%
8.98%
Volatility – 3 Years
—
—
Beta – 1 Year
0.71
0.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.38
-0.50
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
—
−10.25%
Recovery Period
—
Not yet recovered
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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L 71% · M 18% · S 10%
Number of Stocks
25
10
Portfolio P/E
—
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
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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