Portfolio Management Services (PMS)Compare Schemes
Equirus Flexi Cap Fund vs Monarch Wealth Creator Fund
Add SchemeGrowth of ₹1 Crore
Equirus Flexi Cap Fund
Monarch Wealth Creator Fund
1 Month
4.91%
2.85%
6 Months
10.01%
12.32%
1 Year
—
—
3 Years
—
—
5 Years
—
—
Since Inception
14.65%
13.81%
Fund Age
9 mo
8 mo
AUM
₹122.25 Cr
₹279.09 Cr
Alpha – 1 Year
—
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
—
Volatility – 3 Years
—
—
Beta – 1 Year
—
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 27% · M 14% · S 55%
L 35% · M 34% · S 23%
Number of Stocks
33
40
Portfolio P/E
31.90
19.53
Top 5 Holdings
Thangamayil Jewellery Ltd · 7.86%
Blue Star Ltd · 5.43%
R R Kabel Ltd · 5.41%
United Foodbrands Ltd · 4.60%
Welspun Corp Ltd · 4.59%
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
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0.5% / 0.5% / 0%