Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
MRG Capital - Wealth Protector
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%
0.67%
6 Months
2.02%
1.38%
1 Year
0.60%
7.78%
3 Years
8.21%
12.37%
5 Years
5.75%
10.07%
Since Inception
9.73%
13.18%
Fund Age
6 yrs
6 yrs 8 mo
AUM
₹128.19 Cr
₹1.13 Cr
Alpha – 1 Year
1.03%
8.13%
Alpha – 3 Years
−0.36%
3.37%
Information Ratio – 3 Years
0.12
0.42
Volatility – 1 Year
19.24%
17.12%
Volatility – 3 Years
14.76%
14.65%
Beta – 1 Year
1.13
0.93
Beta – 3 Years
0.95
0.90
Sharpe Ratio – 1 Year
-0.16
0.21
Sharpe Ratio – 3 Years
0.24
0.51
Worst Rolling Year
0.20%
10.01%
Value at Worst Rolling Year
₹1.00 Cr
₹1.10 Cr
Deepest Drawdown
−18.72%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.09%
100.00%
Median Rolling Year
8.37%
15.34%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 42% · S 11%
L 34% · M 14% · S 34%
Number of Stocks
—
43
Portfolio P/E
—
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
—
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
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%