Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
Polaris Human Plus Machine Converged Equity Strategy
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%
9.44%
6 Months
2.02%
2.42%
1 Year
0.60%
1.29%
3 Years
8.21%
—
5 Years
5.75%
—
Since Inception
9.73%
23.68%
Fund Age
6 yrs
4 mo
AUM
₹128.19 Cr
₹2.91 Cr
Alpha – 1 Year
1.03%
0.33%
Alpha – 3 Years
−0.36%
—
Information Ratio – 3 Years
0.12
—
Volatility – 1 Year
19.24%
—
Volatility – 3 Years
14.76%
—
Beta – 1 Year
1.13
—
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
-0.16
—
Sharpe Ratio – 3 Years
0.24
—
Worst Rolling Year
0.20%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−18.72%
—
Recovery Period
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%
M 5% · S 92%
Number of Stocks
—
29
Portfolio P/E
—
67.46
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%
Shilpa Medicare Ltd · 11.42%
Cash & Cash Equivalent · 7.83%
Himadri Speciality Chemical Ltd · 7.42%
Sheela Foam Ltd · 6.84%
Rubicon Research Ltd · 6.78%
Top Sectors
—
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
Fixed Fee
2.50% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%