Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.8%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.76%
0.50%
6 Months
25.00%
2.02%
1 Year
17.14%
0.60%
3 Years
16.20%
8.21%
5 Years
15.34%
5.75%
Since Inception
19.60%
9.73%
Fund Age
7 yrs 3 mo
6 yrs
AUM
₹127.23 Cr
₹128.19 Cr
Alpha – 1 Year
12.42%
1.03%
Alpha – 3 Years
4.43%
−0.36%
Information Ratio – 3 Years
0.38
0.12
Volatility – 1 Year
23.12%
19.24%
Volatility – 3 Years
20.20%
14.76%
Beta – 1 Year
1.18
1.13
Beta – 3 Years
1.05
0.95
Sharpe Ratio – 1 Year
0.56
-0.16
Sharpe Ratio – 3 Years
0.61
0.24
Worst Rolling Year
13.55%
0.20%
Value at Worst Rolling Year
₹1.14 Cr
₹1.00 Cr
Deepest Drawdown
−26.74%
−18.72%
Recovery Period
143 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
20.50%
8.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 19% · S 50%
L 47% · M 42% · S 11%
Number of Stocks
101
—
Portfolio P/E
52.20
—
Top 5 Holdings
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
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
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%