Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.50%
−0.46%
6 Months
2.02%
6.77%
1 Year
0.60%
7.38%
3 Years
8.21%
9.03%
5 Years
5.75%
—
Since Inception
9.73%
10.29%
Fund Age
6 yrs
4 yrs 2 mo
AUM
₹128.19 Cr
₹9.69 Cr
Alpha – 1 Year
1.03%
7.73%
Alpha – 3 Years
−0.36%
0.04%
Information Ratio – 3 Years
0.12
0.09
Volatility – 1 Year
19.24%
17.08%
Volatility – 3 Years
14.76%
16.18%
Beta – 1 Year
1.13
0.95
Beta – 3 Years
0.95
1.08
Sharpe Ratio – 1 Year
-0.16
0.20
Sharpe Ratio – 3 Years
0.24
0.33
Worst Rolling Year
0.20%
7.39%
Value at Worst Rolling Year
₹1.00 Cr
₹1.07 Cr
Deepest Drawdown
−18.72%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.09%
100.00%
Median Rolling Year
8.37%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 42% · S 11%
L 41% · M 53%
Number of Stocks
—
22
Portfolio P/E
—
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
—
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –