Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.50%
9.22%
6 Months
2.02%
9.86%
1 Year
0.60%
32.16%
3 Years
8.21%
19.13%
5 Years
5.75%
12.16%
Since Inception
9.73%
16.12%
Fund Age
6 yrs
5 yrs 10 mo
AUM
₹128.19 Cr
₹170.31 Cr
Alpha – 1 Year
1.03%
27.44%
Alpha – 3 Years
−0.36%
7.04%
Information Ratio – 3 Years
0.12
0.58
Volatility – 1 Year
19.24%
17.07%
Volatility – 3 Years
14.76%
17.73%
Beta – 1 Year
1.13
0.65
Beta – 3 Years
0.95
0.86
Sharpe Ratio – 1 Year
-0.16
1.42
Sharpe Ratio – 3 Years
0.24
0.79
Worst Rolling Year
0.20%
0.71%
Value at Worst Rolling Year
₹1.00 Cr
₹1.01 Cr
Deepest Drawdown
−18.72%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
98.09%
99.71%
Median Rolling Year
8.37%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 42% · S 11%
L 11% · M 1% · S 72%
Number of Stocks
—
18
Portfolio P/E
—
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
—
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%