Portfolio Management Services (PMS)Compare Schemes
Monarch Wealth Creator Fund vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Monarch Wealth Creator Fund
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.85%
4.17%
6 Months
12.32%
19.62%
1 Year
—
12.19%
3 Years
—
23.51%
5 Years
—
13.96%
Since Inception
13.81%
23.13%
Fund Age
8 mo
6 yrs 7 mo
AUM
₹279.09 Cr
₹2,332.81 Cr
Alpha – 1 Year
—
9.21%
Alpha – 3 Years
—
11.63%
Information Ratio – 3 Years
—
0.83
Volatility – 1 Year
—
26.11%
Volatility – 3 Years
—
21.82%
Beta – 1 Year
—
1.32
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
—
0.33
Sharpe Ratio – 3 Years
—
0.83
Worst Rolling Year
—
12.50%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−24.27%
Recovery Period
—
461 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
23.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 35% · M 34% · S 23%
L 14% · M 33% · S 52%
Number of Stocks
40
33
Portfolio P/E
19.53
52.72
Top 5 Holdings
Mazagon Dock Shipbuilders Ltd · 13.42%
Bank of Baroda · 7.93%
Cash & Cash Equivalent · 6.62%
NMDC Ltd · 5.37%
Adani Enterprises Ltd · 5.31%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0.5% / 0%
2% / 0% / 0%