Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
Motilal Oswal-Founders
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%
0.25%
6 Months
2.02%
15.19%
1 Year
0.60%
3.21%
3 Years
8.21%
19.65%
5 Years
5.75%
—
Since Inception
9.73%
25.09%
Fund Age
6 yrs
3 yrs 5 mo
AUM
₹128.19 Cr
₹4,148.34 Cr
Alpha – 1 Year
1.03%
0.23%
Alpha – 3 Years
−0.36%
7.77%
Information Ratio – 3 Years
0.12
0.62
Volatility – 1 Year
19.24%
21.54%
Volatility – 3 Years
14.76%
22.15%
Beta – 1 Year
1.13
1.06
Beta – 3 Years
0.95
1.15
Sharpe Ratio – 1 Year
-0.16
-0.01
Sharpe Ratio – 3 Years
0.24
0.68
Worst Rolling Year
0.20%
19.49%
Value at Worst Rolling Year
₹1.00 Cr
₹1.19 Cr
Deepest Drawdown
−18.72%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.09%
100.00%
Median Rolling Year
8.37%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 42% · S 11%
L 26% · M 35% · S 37%
Number of Stocks
—
26
Portfolio P/E
—
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%