Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs NARNOLIA FUSION OPPORTUNITY STRATEGY
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Marcellus - Kings of Capital
NARNOLIA FUSION OPPORTUNITY STRATEGY
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%
2.32%
6 Months
2.02%
15.18%
1 Year
0.60%
5.18%
3 Years
8.21%
8.86%
5 Years
5.75%
—
Since Inception
9.73%
14.74%
Fund Age
6 yrs
3 yrs 11 mo
AUM
₹128.19 Cr
₹36.85 Cr
Alpha – 1 Year
1.03%
5.53%
Alpha – 3 Years
−0.36%
−0.14%
Information Ratio – 3 Years
0.12
0.00
Volatility – 1 Year
19.24%
17.33%
Volatility – 3 Years
14.76%
18.22%
Beta – 1 Year
1.13
0.72
Beta – 3 Years
0.95
0.66
Sharpe Ratio – 1 Year
-0.16
0.08
Sharpe Ratio – 3 Years
0.24
0.27
Worst Rolling Year
0.20%
8.86%
Value at Worst Rolling Year
₹1.00 Cr
₹1.09 Cr
Deepest Drawdown
−18.72%
−35.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.09%
100.00%
Median Rolling Year
8.37%
16.26%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 47% · M 42% · S 11%
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Number of Stocks
—
—
Portfolio P/E
—
—
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%
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Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%