Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Marcellus - Kings of Capital
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
0.50%
6 Months
10.76%
2.02%
1 Year
8.14%
0.60%
3 Years
7.76%
8.21%
5 Years
10.03%
5.75%
Since Inception
11.69%
9.73%
Fund Age
6 yrs 8 mo
6 yrs
AUM
₹87.23 Cr
₹128.19 Cr
Alpha – 1 Year
8.57%
1.03%
Alpha – 3 Years
−0.81%
−0.36%
Information Ratio – 3 Years
0.02
0.12
Volatility – 1 Year
23.09%
19.24%
Volatility – 3 Years
18.26%
14.76%
Beta – 1 Year
1.29
1.13
Beta – 3 Years
1.11
0.95
Sharpe Ratio – 1 Year
0.21
-0.16
Sharpe Ratio – 3 Years
0.22
0.24
Worst Rolling Year
6.59%
0.20%
Value at Worst Rolling Year
₹1.07 Cr
₹1.00 Cr
Deepest Drawdown
−25.42%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
13.94%
8.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 47% · M 42% · S 11%
Number of Stocks
41
—
Portfolio P/E
25.23
—
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
Top Sectors
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%