Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs Money Life - Mas Prime
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
Money Life - Mas Prime
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.50%
6.82%
6 Months
2.02%
25.39%
1 Year
0.60%
17.69%
3 Years
8.21%
21.57%
5 Years
5.75%
14.87%
Since Inception
9.73%
17.17%
Fund Age
6 yrs
6 yrs 10 mo
AUM
₹128.19 Cr
₹119.43 Cr
Alpha – 1 Year
1.03%
18.04%
Alpha – 3 Years
−0.36%
12.57%
Information Ratio – 3 Years
0.12
0.68
Volatility – 1 Year
19.24%
26.38%
Volatility – 3 Years
14.76%
21.61%
Beta – 1 Year
1.13
0.88
Beta – 3 Years
0.95
0.85
Sharpe Ratio – 1 Year
-0.16
0.54
Sharpe Ratio – 3 Years
0.24
0.77
Worst Rolling Year
0.20%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−18.72%
—
Recovery Period
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
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
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%