Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
MOAT - Special Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.50%
2.77%
6 Months
2.02%
8.02%
1 Year
0.60%
5.50%
3 Years
8.21%
7.60%
5 Years
5.75%
9.19%
Since Inception
9.73%
14.35%
Fund Age
6 yrs
5 yrs 9 mo
AUM
₹128.19 Cr
₹11.85 Cr
Alpha – 1 Year
1.03%
0.78%
Alpha – 3 Years
−0.36%
−4.49%
Information Ratio – 3 Years
0.12
-0.44
Volatility – 1 Year
19.24%
20.18%
Volatility – 3 Years
14.76%
17.74%
Beta – 1 Year
1.13
1.11
Beta – 3 Years
0.95
1.06
Sharpe Ratio – 1 Year
-0.16
0.10
Sharpe Ratio – 3 Years
0.24
0.27
Worst Rolling Year
0.20%
7.60%
Value at Worst Rolling Year
₹1.00 Cr
₹1.08 Cr
Deepest Drawdown
−18.72%
−24.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.09%
100.00%
Median Rolling Year
8.37%
14.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 42% · S 11%
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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%
Cash & Cash Equivalent · 9.14%
HDFC Bank Ltd · 7.48%
V I P Industries Ltd · 5.54%
Hindustan Unilever Ltd · 4.49%
Cummins India Ltd · 4.48%
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%