Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
Samvitti-PMS Long Term Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.50%
7.49%
6 Months
2.02%
27.88%
1 Year
0.60%
29.03%
3 Years
8.21%
18.18%
5 Years
5.75%
15.45%
Since Inception
9.73%
16.74%
Fund Age
6 yrs
10 yrs 9 mo
AUM
₹128.19 Cr
₹245.99 Cr
Alpha – 1 Year
1.03%
24.31%
Alpha – 3 Years
−0.36%
6.09%
Information Ratio – 3 Years
0.12
0.49
Volatility – 1 Year
19.24%
21.97%
Volatility – 3 Years
14.76%
17.89%
Beta – 1 Year
1.13
1.05
Beta – 3 Years
0.95
0.93
Sharpe Ratio – 1 Year
-0.16
1.03
Sharpe Ratio – 3 Years
0.24
0.70
Worst Rolling Year
0.20%
1.53%
Value at Worst Rolling Year
₹1.00 Cr
₹1.02 Cr
Deepest Drawdown
−18.72%
−20.27%
Recovery Period
Not yet recovered
205 days
1-Year Rolling Windows Positive
98.09%
100.00%
Median Rolling Year
8.37%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 42% · S 11%
L 36% · M 27% · S 36%
Number of Stocks
—
44
Portfolio P/E
—
69.76
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%
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
—
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
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%