Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs SHREE SMART MARKET PLAN
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
SHREE SMART MARKET PLAN
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.50%
1.81%
6 Months
2.02%
1.04%
1 Year
0.60%
0.26%
3 Years
8.21%
5.24%
5 Years
5.75%
—
Since Inception
9.73%
8.72%
Fund Age
6 yrs
4 yrs 3 mo
AUM
₹128.19 Cr
₹53.49 Cr
Alpha – 1 Year
1.03%
0.69%
Alpha – 3 Years
−0.36%
−3.33%
Information Ratio – 3 Years
0.12
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Volatility – 1 Year
19.24%
17.93%
Volatility – 3 Years
14.76%
23.60%
Beta – 1 Year
1.13
1.08
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
-0.16
0.06
Sharpe Ratio – 3 Years
0.24
0.67
Worst Rolling Year
0.20%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−18.72%
−13.25%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
98.09%
—
Median Rolling Year
8.37%
—
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 47% · M 42% · S 11%
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Number of Stocks
—
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Portfolio P/E
—
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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
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Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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