Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.50%
11.42%
6 Months
2.02%
35.03%
1 Year
0.60%
37.21%
3 Years
8.21%
27.05%
5 Years
5.75%
21.76%
Since Inception
9.73%
19.33%
Fund Age
6 yrs
6 yrs 10 mo
AUM
₹128.19 Cr
₹2,975 Cr
Alpha – 1 Year
1.03%
23.77%
Alpha – 3 Years
−0.36%
6.78%
Information Ratio – 3 Years
0.12
5.24
Volatility – 1 Year
19.24%
18.59%
Volatility – 3 Years
14.76%
19.39%
Beta – 1 Year
1.13
1.23
Beta – 3 Years
0.95
1.12
Sharpe Ratio – 1 Year
-0.16
1.44
Sharpe Ratio – 3 Years
0.24
0.98
Worst Rolling Year
0.20%
-6.18%
Value at Worst Rolling Year
₹1.00 Cr
₹0.94 Cr
Deepest Drawdown
−18.72%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
98.09%
92.59%
Median Rolling Year
8.37%
23.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 42% · S 11%
—
Number of Stocks
—
14
Portfolio P/E
—
25.70
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%
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Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%