Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
Systamatix - Dynamic Investment
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%
7.60%
6 Months
2.02%
26.61%
1 Year
0.60%
33.69%
3 Years
8.21%
25.74%
5 Years
5.75%
21.83%
Since Inception
9.73%
—
Fund Age
6 yrs
8 yrs 4 mo
AUM
₹128.19 Cr
₹158.52 Cr
Alpha – 1 Year
1.03%
29.93%
Alpha – 3 Years
−0.36%
14.85%
Information Ratio – 3 Years
0.12
1.52
Volatility – 1 Year
19.24%
19.82%
Volatility – 3 Years
14.76%
19.44%
Beta – 1 Year
1.13
1.03
Beta – 3 Years
0.95
1.06
Sharpe Ratio – 1 Year
-0.16
1.29
Sharpe Ratio – 3 Years
0.24
1.16
Worst Rolling Year
0.20%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−18.72%
—
Recovery Period
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%
L 31% · M 28% · S 38%
Number of Stocks
—
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%