Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.50%
3.29%
6 Months
2.02%
14.68%
1 Year
0.60%
11.65%
3 Years
8.21%
7.09%
5 Years
5.75%
8.41%
Since Inception
9.73%
10.45%
Fund Age
6 yrs
10 yrs 5 mo
AUM
₹128.19 Cr
₹24.48 Cr
Alpha – 1 Year
1.03%
12.00%
Alpha – 3 Years
−0.36%
−1.90%
Information Ratio – 3 Years
0.12
-0.12
Volatility – 1 Year
19.24%
20.48%
Volatility – 3 Years
14.76%
16.32%
Beta – 1 Year
1.13
1.11
Beta – 3 Years
0.95
1.00
Sharpe Ratio – 1 Year
-0.16
0.36
Sharpe Ratio – 3 Years
0.24
0.15
Worst Rolling Year
0.20%
-5.06%
Value at Worst Rolling Year
₹1.00 Cr
₹0.95 Cr
Deepest Drawdown
−18.72%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.09%
92.00%
Median Rolling Year
8.37%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 42% · S 11%
L 41% · M 5% · S 35%
Number of Stocks
—
31
Portfolio P/E
—
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
—
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –