Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
ORO-Alpha Value
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.50%
0.44%
6 Months
2.02%
5.47%
1 Year
0.60%
6.35%
3 Years
8.21%
—
5 Years
5.75%
—
Since Inception
9.73%
6.04%
Fund Age
6 yrs
3 yrs 8 mo
AUM
₹128.19 Cr
₹1.28 Cr
Alpha – 1 Year
1.03%
3.37%
Alpha – 3 Years
−0.36%
—
Information Ratio – 3 Years
0.12
—
Volatility – 1 Year
19.24%
17.26%
Volatility – 3 Years
14.76%
15.80%
Beta – 1 Year
1.13
0.95
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
-0.16
0.12
Sharpe Ratio – 3 Years
0.24
0.10
Worst Rolling Year
0.20%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−18.72%
−17.83%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.09%
—
Median Rolling Year
8.37%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 42% · S 11%
L 42% · M 17% · S 27%
Number of Stocks
—
24
Portfolio P/E
—
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
—
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
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%