Portfolio Management Services (PMS)Compare Schemes
JM-Apex vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
JM-Apex
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
5.10%
0.50%
6 Months
17.39%
2.02%
1 Year
20.93%
0.60%
3 Years
17.01%
8.21%
5 Years
—
5.75%
Since Inception
19.54%
9.73%
Fund Age
3 yrs 6 mo
6 yrs
AUM
₹615.02 Cr
₹128.19 Cr
Alpha – 1 Year
16.21%
1.03%
Alpha – 3 Years
4.92%
−0.36%
Information Ratio – 3 Years
—
0.12
Volatility – 1 Year
19.36%
19.24%
Volatility – 3 Years
18.51%
14.76%
Beta – 1 Year
1.01
1.13
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
0.81
-0.16
Sharpe Ratio – 3 Years
0.72
0.24
Worst Rolling Year
—
0.20%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−14.79%
−18.72%
Recovery Period
45 days
Not yet recovered
1-Year Rolling Windows Positive
—
98.09%
Median Rolling Year
—
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
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
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
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%