Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
Marcellus -MeritorQ - PMS
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.50%
3.04%
6 Months
2.02%
5.19%
1 Year
0.60%
−0.45%
3 Years
8.21%
11.72%
5 Years
5.75%
—
Since Inception
9.73%
12.62%
Fund Age
6 yrs
3 yrs 8 mo
AUM
₹128.19 Cr
₹42.96 Cr
Alpha – 1 Year
1.03%
−3.43%
Alpha – 3 Years
−0.36%
−0.17%
Information Ratio – 3 Years
0.12
-0.16
Volatility – 1 Year
19.24%
16.93%
Volatility – 3 Years
14.76%
15.20%
Beta – 1 Year
1.13
0.92
Beta – 3 Years
0.95
0.91
Sharpe Ratio – 1 Year
-0.16
-0.27
Sharpe Ratio – 3 Years
0.24
0.45
Worst Rolling Year
0.20%
11.64%
Value at Worst Rolling Year
₹1.00 Cr
₹1.12 Cr
Deepest Drawdown
−18.72%
−20.38%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.09%
100.00%
Median Rolling Year
8.37%
15.01%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 42% · S 11%
L 39% · M 39% · S 22%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
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%
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%