Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.50%
1.73%
6 Months
2.02%
7.38%
1 Year
0.60%
6.08%
3 Years
8.21%
8.22%
5 Years
5.75%
7.99%
Since Inception
9.73%
12.63%
Fund Age
6 yrs
9 yrs 9 mo
AUM
₹128.19 Cr
₹145.75 Cr
Alpha – 1 Year
1.03%
1.36%
Alpha – 3 Years
−0.36%
−3.87%
Information Ratio – 3 Years
0.12
-0.60
Volatility – 1 Year
19.24%
20.08%
Volatility – 3 Years
14.76%
16.27%
Beta – 1 Year
1.13
1.12
Beta – 3 Years
0.95
1.00
Sharpe Ratio – 1 Year
-0.16
0.13
Sharpe Ratio – 3 Years
0.24
0.24
Worst Rolling Year
0.20%
-1.76%
Value at Worst Rolling Year
₹1.00 Cr
₹0.98 Cr
Deepest Drawdown
−18.72%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.09%
98.75%
Median Rolling Year
8.37%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 42% · S 11%
L 62% · M 20% · S 7%
Number of Stocks
—
25
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 · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%