Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
QED Capital - Alphabets
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.50%
4.25%
6 Months
2.02%
7.44%
1 Year
0.60%
14.27%
3 Years
8.21%
13.32%
5 Years
5.75%
10.94%
Since Inception
9.73%
15.43%
Fund Age
6 yrs
5 yrs 4 mo
AUM
₹128.19 Cr
₹21.45 Cr
Alpha – 1 Year
1.03%
9.55%
Alpha – 3 Years
−0.36%
1.23%
Information Ratio – 3 Years
0.12
0.37
Volatility – 1 Year
19.24%
12.68%
Volatility – 3 Years
14.76%
17.36%
Beta – 1 Year
1.13
0.58
Beta – 3 Years
0.95
0.73
Sharpe Ratio – 1 Year
-0.16
0.70
Sharpe Ratio – 3 Years
0.24
0.70
Worst Rolling Year
0.20%
12.64%
Value at Worst Rolling Year
₹1.00 Cr
₹1.13 Cr
Deepest Drawdown
−18.72%
−26.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.09%
100.00%
Median Rolling Year
8.37%
17.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 42% · S 11%
L 7% · M 28% · S 62%
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%
Syrma SGS Technology Ltd · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
Top Sectors
—
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%