Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
Shriram LEAPS
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%
4.25%
6 Months
2.02%
−2.25%
1 Year
0.60%
13.70%
3 Years
8.21%
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5 Years
5.75%
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Since Inception
9.73%
13.96%
Fund Age
6 yrs
18 mo
AUM
₹128.19 Cr
₹0.37 Cr
Alpha – 1 Year
1.03%
14.05%
Alpha – 3 Years
−0.36%
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Information Ratio – 3 Years
0.12
—
Volatility – 1 Year
19.24%
17.89%
Volatility – 3 Years
14.76%
—
Beta – 1 Year
1.13
0.96
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
-0.16
0.51
Sharpe Ratio – 3 Years
0.24
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Worst Rolling Year
0.20%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−18.72%
−15.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.09%
—
Median Rolling Year
8.37%
—
5-Year Rolling Windows Positive
100.00%
—
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%
Nippon India Silver ETF · 23.02%
Nippon India ETF Gold BeES · 16.92%
State Bank of India · 8.52%
CSB Bank Ltd · 7.11%
HDFC Bank Ltd · 5.12%
Top Sectors
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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