Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.33%
0.50%
6 Months
24.60%
2.02%
1 Year
7.56%
0.60%
3 Years
20.98%
8.21%
5 Years
—
5.75%
Since Inception
24.10%
9.73%
Fund Age
4 yrs 4 mo
6 yrs
AUM
₹3.89 Cr
₹128.19 Cr
Alpha – 1 Year
4.58%
1.03%
Alpha – 3 Years
9.08%
−0.36%
Information Ratio – 3 Years
0.07
0.12
Volatility – 1 Year
32.74%
19.24%
Volatility – 3 Years
27.24%
14.76%
Beta – 1 Year
1.49
1.13
Beta – 3 Years
1.30
0.95
Sharpe Ratio – 1 Year
0.20
-0.16
Sharpe Ratio – 3 Years
0.49
0.24
Worst Rolling Year
17.91%
0.20%
Value at Worst Rolling Year
₹1.18 Cr
₹1.00 Cr
Deepest Drawdown
−34.40%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
25.17%
8.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 47% · M 42% · S 11%
Number of Stocks
27
—
Portfolio P/E
52.77
—
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%