Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio vs White Pine India Emerging Stars Approach
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
6.23%
0.30%
6 Months
22.18%
26.99%
1 Year
12.29%
26.29%
3 Years
6.28%
27.01%
5 Years
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—
Since Inception
6.20%
35.84%
Fund Age
3 yrs 4 mo
4 yrs 3 mo
AUM
₹5.13 Cr
₹521.91 Cr
Alpha – 1 Year
12.64%
28.33%
Alpha – 3 Years
−2.71%
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.31%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
0.71
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.38
0.72
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
—
−26.38%
Recovery Period
—
93 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
36.88%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
—
Number of Stocks
25
49
Portfolio P/E
—
21.17
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
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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