Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Monarch Wealth Creator Fund
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Monarch Wealth Creator Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
2.85%
6 Months
−2.30%
12.32%
1 Year
1.68%
—
3 Years
13.91%
—
5 Years
—
—
Since Inception
14.05%
13.81%
Fund Age
3 yrs 10 mo
8 mo
AUM
₹53.78 Cr
₹279.09 Cr
Alpha – 1 Year
−3.04%
—
Alpha – 3 Years
1.82%
—
Information Ratio – 3 Years
0.34
—
Volatility – 1 Year
15.80%
—
Volatility – 3 Years
15.64%
—
Beta – 1 Year
0.86
—
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.15
—
Sharpe Ratio – 3 Years
0.71
—
Worst Rolling Year
15.78%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−18.40%
—
Recovery Period
275 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.35%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 35% · M 34% · S 23%
Number of Stocks
—
40
Portfolio P/E
—
19.53
Top 5 Holdings
—
Mazagon Dock Shipbuilders Ltd · 13.42%
Bank of Baroda · 7.93%
Cash & Cash Equivalent · 6.62%
NMDC Ltd · 5.37%
Adani Enterprises Ltd · 5.31%
Top Sectors
—
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
Fixed Fee
2.25% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0.5% / 0.5% / 0%