Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
2.02%
31.10%
1 Year
0.60%
52.47%
3 Years
8.21%
17.74%
5 Years
5.75%
16.38%
Since Inception
9.73%
15.58%
Fund Age
6 yrs
16 yrs 9 mo
AUM
₹128.19 Cr
₹132.42 Cr
Alpha – 1 Year
1.03%
47.75%
Alpha – 3 Years
−0.36%
5.65%
Information Ratio – 3 Years
0.12
0.46
Volatility – 1 Year
19.24%
26.74%
Volatility – 3 Years
14.76%
21.32%
Beta – 1 Year
1.13
1.30
Beta – 3 Years
0.95
0.97
Sharpe Ratio – 1 Year
-0.16
1.52
Sharpe Ratio – 3 Years
0.24
0.68
Worst Rolling Year
0.20%
-15.93%
Value at Worst Rolling Year
₹1.00 Cr
₹0.84 Cr
Deepest Drawdown
−18.72%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
98.09%
89.14%
Median Rolling Year
8.37%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 47% · M 42% · S 11%
M 9% · S 83%
Number of Stocks
—
26
Portfolio P/E
—
31.63
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 · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%