Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs MoneyGrow Asset-Blend
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
MoneyGrow Asset-Blend
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.50%
3.90%
6 Months
2.02%
20.99%
1 Year
0.60%
15.26%
3 Years
8.21%
—
5 Years
5.75%
—
Since Inception
9.73%
−0.87%
Fund Age
6 yrs
2 yrs
AUM
₹128.19 Cr
₹5.92 Cr
Alpha – 1 Year
1.03%
15.61%
Alpha – 3 Years
−0.36%
—
Information Ratio – 3 Years
0.12
—
Volatility – 1 Year
19.24%
33.28%
Volatility – 3 Years
14.76%
—
Beta – 1 Year
1.13
1.67
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
-0.16
0.42
Sharpe Ratio – 3 Years
0.24
—
Worst Rolling Year
0.20%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−18.72%
−25.38%
Recovery Period
Not yet recovered
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
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%