Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs NAFA - Emerging Bluechip
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
NAFA - Emerging Bluechip
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.50%
0.39%
6 Months
2.02%
5.71%
1 Year
0.60%
−0.97%
3 Years
8.21%
8.86%
5 Years
5.75%
14.20%
Since Inception
9.73%
14.76%
Fund Age
6 yrs
10 yrs 5 mo
AUM
₹128.19 Cr
₹447.76 Cr
Alpha – 1 Year
1.03%
−2.83%
Alpha – 3 Years
−0.36%
−3.22%
Information Ratio – 3 Years
0.12
0.04
Volatility – 1 Year
19.24%
24.79%
Volatility – 3 Years
14.76%
21.25%
Beta – 1 Year
1.13
1.35
Beta – 3 Years
0.95
1.20
Sharpe Ratio – 1 Year
-0.16
-0.14
Sharpe Ratio – 3 Years
0.24
0.31
Worst Rolling Year
0.20%
-13.00%
Value at Worst Rolling Year
₹1.00 Cr
₹0.87 Cr
Deepest Drawdown
−18.72%
−26.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.09%
84.68%
Median Rolling Year
8.37%
19.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 42% · S 11%
L 2% · M 12% · S 84%
Number of Stocks
—
32
Portfolio P/E
—
33.69
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%
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
Top Sectors
—
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%