Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.50%
1.47%
6 Months
2.02%
5.42%
1 Year
0.60%
9.64%
3 Years
8.21%
10.36%
5 Years
5.75%
7.75%
Since Inception
9.73%
11.08%
Fund Age
6 yrs
9 yrs 11 mo
AUM
₹128.19 Cr
₹66.05 Cr
Alpha – 1 Year
1.03%
9.99%
Alpha – 3 Years
−0.36%
1.36%
Information Ratio – 3 Years
0.12
0.51
Volatility – 1 Year
19.24%
17.05%
Volatility – 3 Years
14.76%
14.23%
Beta – 1 Year
1.13
1.05
Beta – 3 Years
0.95
1.00
Sharpe Ratio – 1 Year
-0.16
0.31
Sharpe Ratio – 3 Years
0.24
0.40
Worst Rolling Year
0.20%
0.57%
Value at Worst Rolling Year
₹1.00 Cr
₹1.01 Cr
Deepest Drawdown
−18.72%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
98.09%
99.96%
Median Rolling Year
8.37%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 42% · S 11%
L 84% · M 12%
Number of Stocks
—
23
Portfolio P/E
—
—
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
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—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—