Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
SVAN Velocity
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%
3.40%
6 Months
2.02%
21.77%
1 Year
0.60%
16.05%
3 Years
8.21%
23.24%
5 Years
5.75%
—
Since Inception
9.73%
24.82%
Fund Age
6 yrs
3 yrs 1 mo
AUM
₹128.19 Cr
₹415.03 Cr
Alpha – 1 Year
1.03%
11.33%
Alpha – 3 Years
−0.36%
11.15%
Information Ratio – 3 Years
0.12
0.72
Volatility – 1 Year
19.24%
25.50%
Volatility – 3 Years
14.76%
24.35%
Beta – 1 Year
1.13
1.34
Beta – 3 Years
0.95
1.27
Sharpe Ratio – 1 Year
-0.16
0.50
Sharpe Ratio – 3 Years
0.24
0.77
Worst Rolling Year
0.20%
23.24%
Value at Worst Rolling Year
₹1.00 Cr
₹1.23 Cr
Deepest Drawdown
−18.72%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
98.09%
100.00%
Median Rolling Year
8.37%
24.73%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 47% · M 42% · S 11%
M 2% · S 95%
Number of Stocks
—
—
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / – / –