Portfolio Management Services (PMS)Compare Schemes
East Green-Agile Strategy vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
East Green-Agile Strategy
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.90%
0.50%
6 Months
23.62%
2.02%
1 Year
21.42%
0.60%
3 Years
14.56%
8.21%
5 Years
—
5.75%
Since Inception
16.17%
9.73%
Fund Age
3 yrs 1 mo
6 yrs
AUM
₹77.6 Cr
₹128.19 Cr
Alpha – 1 Year
16.70%
1.03%
Alpha – 3 Years
2.47%
−0.36%
Information Ratio – 3 Years
0.32
0.12
Volatility – 1 Year
21.73%
19.24%
Volatility – 3 Years
20.33%
14.76%
Beta – 1 Year
1.06
1.13
Beta – 3 Years
1.05
0.95
Sharpe Ratio – 1 Year
0.76
-0.16
Sharpe Ratio – 3 Years
0.52
0.24
Worst Rolling Year
14.63%
0.20%
Value at Worst Rolling Year
₹1.15 Cr
₹1.00 Cr
Deepest Drawdown
−24.36%
−18.72%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
14.67%
8.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 47% · M 42% · S 11%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
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
—
—
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%