Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
2.02%
8.08%
1 Year
0.60%
10.16%
3 Years
8.21%
15.60%
5 Years
5.75%
—
Since Inception
9.73%
19.84%
Fund Age
6 yrs
6 yrs 11 mo
AUM
₹128.19 Cr
₹3.18 Cr
Alpha – 1 Year
1.03%
7.18%
Alpha – 3 Years
−0.36%
3.72%
Information Ratio – 3 Years
0.12
0.60
Volatility – 1 Year
19.24%
19.93%
Volatility – 3 Years
14.76%
18.09%
Beta – 1 Year
1.13
1.12
Beta – 3 Years
0.95
1.14
Sharpe Ratio – 1 Year
-0.16
0.31
Sharpe Ratio – 3 Years
0.24
0.60
Worst Rolling Year
0.20%
14.68%
Value at Worst Rolling Year
₹1.00 Cr
₹1.15 Cr
Deepest Drawdown
−18.72%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
98.09%
100.00%
Median Rolling Year
8.37%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 42% · S 11%
L 31% · M 55% · S 12%
Number of Stocks
—
29
Portfolio P/E
—
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
—
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –