Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
2.02%
2.17%
1 Year
0.60%
7.07%
3 Years
8.21%
15.12%
5 Years
5.75%
—
Since Inception
9.73%
19.80%
Fund Age
6 yrs
7 yrs 3 mo
AUM
₹128.19 Cr
₹7.19 Cr
Alpha – 1 Year
1.03%
7.50%
Alpha – 3 Years
−0.36%
6.56%
Information Ratio – 3 Years
0.12
1.22
Volatility – 1 Year
19.24%
19.38%
Volatility – 3 Years
14.76%
16.31%
Beta – 1 Year
1.13
1.18
Beta – 3 Years
0.95
1.13
Sharpe Ratio – 1 Year
-0.16
0.17
Sharpe Ratio – 3 Years
0.24
0.62
Worst Rolling Year
0.20%
14.31%
Value at Worst Rolling Year
₹1.00 Cr
₹1.14 Cr
Deepest Drawdown
−18.72%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
98.09%
100.00%
Median Rolling Year
8.37%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 42% · S 11%
L 73% · M 25%
Number of Stocks
—
100
Portfolio P/E
—
27.01
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%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
—
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –