Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
WhiteOak Capital Digital Leaders
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.23%
7.88%
6 Months
22.18%
6.39%
1 Year
12.29%
0.37%
3 Years
6.28%
11.18%
5 Years
—
—
Since Inception
6.20%
4.21%
Fund Age
3 yrs 4 mo
4 yrs 6 mo
AUM
₹5.13 Cr
₹59.82 Cr
Alpha – 1 Year
12.64%
−2.61%
Alpha – 3 Years
−2.71%
−0.71%
Information Ratio – 3 Years
—
0.13
Volatility – 1 Year
22.31%
22.91%
Volatility – 3 Years
—
17.96%
Beta – 1 Year
0.71
1.09
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
0.38
-0.11
Sharpe Ratio – 3 Years
—
0.38
Worst Rolling Year
—
3.87%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
—
−25.26%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.37%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 40% · M 26% · S 33%
Number of Stocks
25
35
Portfolio P/E
—
45.30
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%
ICICI Bank Ltd · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
—
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%