Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
Pace - Secure
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%
−0.11%
6 Months
2.02%
2.89%
1 Year
0.60%
7.86%
3 Years
8.21%
10.62%
5 Years
5.75%
10.19%
Since Inception
9.73%
9.46%
Fund Age
6 yrs
5 yrs 7 mo
AUM
₹128.19 Cr
₹158.06 Cr
Alpha – 1 Year
1.03%
−1.70%
Alpha – 3 Years
−0.36%
0.86%
Information Ratio – 3 Years
0.12
0.37
Volatility – 1 Year
19.24%
1.80%
Volatility – 3 Years
14.76%
3.43%
Beta – 1 Year
1.13
0.81
Beta – 3 Years
0.95
0.63
Sharpe Ratio – 1 Year
-0.16
1.30
Sharpe Ratio – 3 Years
0.24
1.53
Worst Rolling Year
0.20%
8.14%
Value at Worst Rolling Year
₹1.00 Cr
₹1.08 Cr
Deepest Drawdown
−18.72%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
98.09%
100.00%
Median Rolling Year
8.37%
11.61%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 42% · S 11%
—
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%
—
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%
2% / 0% / 0%