Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs Monarch Wealth Creator Fund
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
Monarch Wealth Creator Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.23%
2.85%
6 Months
7.97%
12.32%
1 Year
6.21%
—
3 Years
12.78%
—
5 Years
14.19%
—
Since Inception
16.41%
13.81%
Fund Age
7 yrs 3 mo
8 mo
AUM
₹115.97 Cr
₹279.09 Cr
Alpha – 1 Year
1.49%
—
Alpha – 3 Years
0.69%
—
Information Ratio – 3 Years
0.20
—
Volatility – 1 Year
15.75%
—
Volatility – 3 Years
15.69%
—
Beta – 1 Year
0.82
—
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.12
—
Sharpe Ratio – 3 Years
0.51
—
Worst Rolling Year
11.84%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−23.37%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.02%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 35% · M 34% · S 23%
Number of Stocks
35
40
Portfolio P/E
—
19.53
Top 5 Holdings
—
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
1.00% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0.5% / 0.5% / 0%