Portfolio Management Services (PMS)Compare Schemes
Chatur Amrit Kaal Fund vs Monarch Wealth Creator Fund
Add SchemeGrowth of ₹1 Crore
Chatur Amrit Kaal Fund
Monarch Wealth Creator Fund
Return for the risk
1 yr return
0%
5%
10%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.06%
2.85%
6 Months
4.58%
12.32%
1 Year
5.92%
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3 Years
—
—
5 Years
—
—
Since Inception
7.28%
13.81%
Fund Age
7 mo
8 mo
AUM
₹119.65 Cr
₹279.09 Cr
Alpha – 1 Year
—
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Alpha – 3 Years
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Information Ratio – 3 Years
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Volatility – 1 Year
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Volatility – 3 Years
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Beta – 1 Year
—
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Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
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Sharpe Ratio – 3 Years
—
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Worst Rolling Year
—
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Value at Worst Rolling Year
—
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Deepest Drawdown
—
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Recovery Period
—
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1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 72% · M 12% · S 15%
L 35% · M 34% · S 23%
Number of Stocks
35
40
Portfolio P/E
—
19.53
Top 5 Holdings
Jaro Institute of Technol. Mgt. and Research Ltd · 6.44%
Divis Laboratories Ltd · 6.02%
Reliance Industries Ltd · 5.96%
ICICI Bank Ltd · 5.73%
Bajaj Finance Ltd · 5.33%
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 · 23.93%
Automobile and Auto Components · 14.33%
Capital Goods · 11.32%
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0.5% / 0.5% / 0%