PMS · Equity · Multi Cap
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Fund size₹5 Cr
IRRSince inception6.20%
3Y return6.28%
Fund age3 yrs 4 mo
Fund Manager
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Maxiom PMS GEM Quality Momentum Strategy | — | 12.29% | −0.14% | 6.28% | — | 6.20% |
| NIFTY 50 TRI | −11.86% | −0.35% | −1.19% | 8.99% | — | 9.61% |
| Excess over benchmark | — | 12.64% | 1.05% | −2.71% | — | −3.41% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date.
Risk : What you take on to earn the return
Volatility
22.31%
Benchmark approx 14.74%
A standard deviation reflecting historical swings.
Sensitivity
0.71
Beta vs benchmark 1.00 · 29% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.38
Sharpe
Excess return gained per unit of volatility.
Portfolio Details : Where the money actually sits
Stocks
25
Asset class
Equity
Top 5 holdings
Welspun Corp Ltd3.87%
Acutaas Chemicals Ltd3.87%
Lloyds Engineering Works Ltd3.87%
Black Box Ltd3.87%
Bajaj Consumer Care Ltd3.87%
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 13.50% gross return.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee1.00% / yr
Performance Fee20% of profit
Hurdle RateAbove 6%
No exit load. Lock-in: Nil.
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