Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
Unifi Blended - Rangoli
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%
3.17%
6 Months
2.02%
10.91%
1 Year
0.60%
10.45%
3 Years
8.21%
10.60%
5 Years
5.75%
10.74%
Since Inception
9.73%
18.07%
Fund Age
6 yrs
9 yrs 2 mo
AUM
₹128.19 Cr
₹11,464.61 Cr
Alpha – 1 Year
1.03%
5.73%
Alpha – 3 Years
−0.36%
−1.49%
Information Ratio – 3 Years
0.12
-0.11
Volatility – 1 Year
19.24%
18.78%
Volatility – 3 Years
14.76%
16.83%
Beta – 1 Year
1.13
1.04
Beta – 3 Years
0.95
1.02
Sharpe Ratio – 1 Year
-0.16
0.34
Sharpe Ratio – 3 Years
0.24
0.37
Worst Rolling Year
0.20%
4.89%
Value at Worst Rolling Year
₹1.00 Cr
₹1.05 Cr
Deepest Drawdown
−18.72%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
98.09%
100.00%
Median Rolling Year
8.37%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 42% · S 11%
L 24% · M 11% · S 66%
Number of Stocks
—
—
Portfolio P/E
—
21.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
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%
0% / 0% / 0%