Portfolio Management Services (PMS)Compare Schemes
Investvalue India Winners Portfolio vs Monarch Wealth Creator Fund
Add SchemeGrowth of ₹1 Crore
Investvalue India Winners Portfolio
Monarch Wealth Creator Fund
1 Month
5.49%
2.85%
6 Months
—
12.32%
1 Year
—
—
3 Years
—
—
5 Years
—
—
Since Inception
17.31%
13.81%
Fund Age
5 mo
8 mo
AUM
₹30.77 Cr
₹279.09 Cr
Alpha – 1 Year
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Alpha – 3 Years
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Information Ratio – 3 Years
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Volatility – 1 Year
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Volatility – 3 Years
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Beta – 1 Year
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Beta – 3 Years
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Sharpe Ratio – 1 Year
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Sharpe Ratio – 3 Years
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Worst Rolling Year
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Value at Worst Rolling Year
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Deepest Drawdown
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Recovery Period
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1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 20% · M 23% · S 49%
L 35% · M 34% · S 23%
Number of Stocks
20
40
Portfolio P/E
53.40
19.53
Top 5 Holdings
Cash & Cash Equivalent · 8.00%
CCL Products (India) Ltd · 6.00%
KEI Industries Ltd · 5.00%
ABB India Ltd · 5.00%
Bharat Forge Ltd · 5.00%
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
Capital Goods · 32.00%
Automobile and Auto Components · 17.00%
Healthcare · 12.00%
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%
0.5% / 0.5% / 0%