Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.50%
5.72%
6 Months
2.02%
23.48%
1 Year
0.60%
38.68%
3 Years
8.21%
26.01%
5 Years
5.75%
16.58%
Since Inception
9.73%
18.98%
Fund Age
6 yrs
16 yrs 6 mo
AUM
₹128.19 Cr
₹1,885.18 Cr
Alpha – 1 Year
1.03%
33.96%
Alpha – 3 Years
−0.36%
13.92%
Information Ratio – 3 Years
0.12
1.27
Volatility – 1 Year
19.24%
28.06%
Volatility – 3 Years
14.76%
20.41%
Beta – 1 Year
1.13
1.39
Beta – 3 Years
0.95
1.06
Sharpe Ratio – 1 Year
-0.16
1.12
Sharpe Ratio – 3 Years
0.24
1.06
Worst Rolling Year
0.20%
-4.06%
Value at Worst Rolling Year
₹1.00 Cr
₹0.96 Cr
Deepest Drawdown
−18.72%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
98.09%
98.28%
Median Rolling Year
8.37%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 47% · M 42% · S 11%
L 40% · M 32% · S 24%
Number of Stocks
—
28
Portfolio P/E
—
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
—
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%