Portfolio Management Services (PMS)Compare Schemes
Hanut - Fundamental Quant vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Hanut - Fundamental Quant
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.57%
0.50%
6 Months
13.27%
2.02%
1 Year
19.25%
0.60%
3 Years
19.26%
8.21%
5 Years
12.69%
5.75%
Since Inception
18.49%
9.73%
Fund Age
7 yrs 3 mo
6 yrs
AUM
₹40.18 Cr
₹128.19 Cr
Alpha – 1 Year
14.53%
1.03%
Alpha – 3 Years
7.17%
−0.36%
Information Ratio – 3 Years
0.70
0.12
Volatility – 1 Year
26.49%
19.24%
Volatility – 3 Years
18.75%
14.76%
Beta – 1 Year
1.37
1.13
Beta – 3 Years
1.06
0.95
Sharpe Ratio – 1 Year
0.59
-0.16
Sharpe Ratio – 3 Years
0.71
0.24
Worst Rolling Year
12.14%
0.20%
Value at Worst Rolling Year
₹1.12 Cr
₹1.00 Cr
Deepest Drawdown
−15.45%
−18.72%
Recovery Period
24 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
20.15%
8.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 13% · M 41% · S 44%
L 47% · M 42% · S 11%
Number of Stocks
36
—
Portfolio P/E
41.94
—
Top 5 Holdings
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
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
Financial Services · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%