Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.50%
1.80%
6 Months
2.02%
2.80%
1 Year
0.60%
4.89%
3 Years
8.21%
12.23%
5 Years
5.75%
10.64%
Since Inception
9.73%
8.93%
Fund Age
6 yrs
12 yrs
AUM
₹128.19 Cr
₹134.76 Cr
Alpha – 1 Year
1.03%
−1.08%
Alpha – 3 Years
−0.36%
1.34%
Information Ratio – 3 Years
0.12
0.07
Volatility – 1 Year
19.24%
10.79%
Volatility – 3 Years
14.76%
9.62%
Beta – 1 Year
1.13
1.04
Beta – 3 Years
0.95
1.10
Sharpe Ratio – 1 Year
-0.16
-0.01
Sharpe Ratio – 3 Years
0.24
0.69
Worst Rolling Year
0.20%
0.05%
Value at Worst Rolling Year
₹1.00 Cr
₹1.00 Cr
Deepest Drawdown
−18.72%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
98.09%
99.79%
Median Rolling Year
8.37%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 42% · S 11%
L 50% · M 11% · S 8%
Number of Stocks
—
33
Portfolio P/E
—
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
—
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –