Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
Motilal Oswal - Value Migration
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%
0.78%
6 Months
2.02%
11.75%
1 Year
0.60%
−2.37%
3 Years
8.21%
17.81%
5 Years
5.75%
14.66%
Since Inception
9.73%
18.91%
Fund Age
6 yrs
23 yrs 5 mo
AUM
₹128.19 Cr
₹3,220.2 Cr
Alpha – 1 Year
1.03%
−5.35%
Alpha – 3 Years
−0.36%
5.93%
Information Ratio – 3 Years
0.12
0.54
Volatility – 1 Year
19.24%
21.49%
Volatility – 3 Years
14.76%
20.84%
Beta – 1 Year
1.13
1.07
Beta – 3 Years
0.95
1.13
Sharpe Ratio – 1 Year
-0.16
-0.27
Sharpe Ratio – 3 Years
0.24
0.64
Worst Rolling Year
0.20%
-7.44%
Value at Worst Rolling Year
₹1.00 Cr
₹0.93 Cr
Deepest Drawdown
−18.72%
−27.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.09%
94.32%
Median Rolling Year
8.37%
14.52%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 42% · S 11%
L 28% · M 48% · S 19%
Number of Stocks
—
27
Portfolio P/E
—
57.85
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 · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
—
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%