Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
White Oak India Select Equity Portfolio
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%
4.84%
6 Months
2.02%
7.61%
1 Year
0.60%
−0.76%
3 Years
8.21%
11.28%
5 Years
5.75%
9.58%
Since Inception
9.73%
11.67%
Fund Age
6 yrs
7 yrs 11 mo
AUM
₹128.19 Cr
₹12.5 Cr
Alpha – 1 Year
1.03%
−3.74%
Alpha – 3 Years
−0.36%
−0.61%
Information Ratio – 3 Years
0.12
-0.06
Volatility – 1 Year
19.24%
20.02%
Volatility – 3 Years
14.76%
16.21%
Beta – 1 Year
1.13
1.05
Beta – 3 Years
0.95
0.91
Sharpe Ratio – 1 Year
-0.16
-0.22
Sharpe Ratio – 3 Years
0.24
0.41
Worst Rolling Year
0.20%
8.66%
Value at Worst Rolling Year
₹1.00 Cr
₹1.09 Cr
Deepest Drawdown
−18.72%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.09%
100.00%
Median Rolling Year
8.37%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 42% · S 11%
L 36% · M 30% · S 35%
Number of Stocks
—
15
Portfolio P/E
—
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
—
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%