Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
Renaissance - Opportunities Portfolio
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%
−0.04%
6 Months
2.02%
0.28%
1 Year
0.60%
2.14%
3 Years
8.21%
10.02%
5 Years
5.75%
13.15%
Since Inception
9.73%
11.46%
Fund Age
6 yrs
8 yrs 7 mo
AUM
₹128.19 Cr
₹585.94 Cr
Alpha – 1 Year
1.03%
2.49%
Alpha – 3 Years
−0.36%
1.02%
Information Ratio – 3 Years
0.12
0.18
Volatility – 1 Year
19.24%
16.38%
Volatility – 3 Years
14.76%
14.42%
Beta – 1 Year
1.13
1.00
Beta – 3 Years
0.95
0.96
Sharpe Ratio – 1 Year
-0.16
-0.13
Sharpe Ratio – 3 Years
0.24
0.38
Worst Rolling Year
0.20%
3.37%
Value at Worst Rolling Year
₹1.00 Cr
₹1.03 Cr
Deepest Drawdown
−18.72%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.09%
100.00%
Median Rolling Year
8.37%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 42% · S 11%
L 65% · M 26% · S 8%
Number of Stocks
—
31
Portfolio P/E
—
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
—
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%