Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Wright Factor Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
6.23%
10.96%
6 Months
22.18%
14.84%
1 Year
12.29%
16.93%
3 Years
6.28%
—
5 Years
—
—
Since Inception
6.20%
20.33%
Fund Age
3 yrs 4 mo
3 yrs
AUM
₹5.13 Cr
₹214.05 Cr
Alpha – 1 Year
12.64%
12.21%
Alpha – 3 Years
−2.71%
—
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
22.31%
22.29%
Volatility – 3 Years
—
21.03%
Beta – 1 Year
0.71
0.97
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.38
0.57
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
18.92%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
—
−27.91%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 12% · M 21% · S 55%
Number of Stocks
25
25
Portfolio P/E
—
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%