Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.50%
10.15%
6 Months
2.02%
31.39%
1 Year
0.60%
26.01%
3 Years
8.21%
19.28%
5 Years
5.75%
23.67%
Since Inception
9.73%
28.23%
Fund Age
6 yrs
5 yrs 4 mo
AUM
₹128.19 Cr
₹483.07 Cr
Alpha – 1 Year
1.03%
21.29%
Alpha – 3 Years
−0.36%
7.19%
Information Ratio – 3 Years
0.12
0.38
Volatility – 1 Year
19.24%
27.77%
Volatility – 3 Years
14.76%
26.19%
Beta – 1 Year
1.13
1.29
Beta – 3 Years
0.95
1.20
Sharpe Ratio – 1 Year
-0.16
0.78
Sharpe Ratio – 3 Years
0.24
0.61
Worst Rolling Year
0.20%
19.29%
Value at Worst Rolling Year
₹1.00 Cr
₹1.19 Cr
Deepest Drawdown
−18.72%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.09%
100.00%
Median Rolling Year
8.37%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 42% · S 11%
L 12% · M 6% · S 81%
Number of Stocks
—
63
Portfolio P/E
—
62.66
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%
—
Top Sectors
—
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%