Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs MRG Capital - Wealth Maximizer
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
MRG Capital - Wealth Maximizer
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.50%
−0.03%
6 Months
2.02%
1.95%
1 Year
0.60%
9.19%
3 Years
8.21%
16.93%
5 Years
5.75%
11.74%
Since Inception
9.73%
12.55%
Fund Age
6 yrs
7 yrs 3 mo
AUM
₹128.19 Cr
₹17.39 Cr
Alpha – 1 Year
1.03%
9.54%
Alpha – 3 Years
−0.36%
7.93%
Information Ratio – 3 Years
0.12
0.83
Volatility – 1 Year
19.24%
16.46%
Volatility – 3 Years
14.76%
13.48%
Beta – 1 Year
1.13
0.82
Beta – 3 Years
0.95
0.74
Sharpe Ratio – 1 Year
-0.16
0.29
Sharpe Ratio – 3 Years
0.24
0.84
Worst Rolling Year
0.20%
3.01%
Value at Worst Rolling Year
₹1.00 Cr
₹1.03 Cr
Deepest Drawdown
−18.72%
−16.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.09%
100.00%
Median Rolling Year
8.37%
16.02%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 42% · S 11%
L 27% · M 18% · S 26%
Number of Stocks
—
53
Portfolio P/E
—
33.46
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%
ICICI Pru Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Top Sectors
—
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%