Portfolio Management Services (PMS)Compare Schemes
Monarch Wealth Creator Fund vs Omni Capital Creators
Add SchemeGrowth of ₹1 Crore
Monarch Wealth Creator Fund
Omni Capital Creators
1 Month
2.85%
−2.47%
6 Months
12.32%
−1.56%
1 Year
—
—
3 Years
—
—
5 Years
—
—
Since Inception
13.81%
−2.89%
Fund Age
8 mo
8 mo
AUM
₹279.09 Cr
₹2.38 Cr
Alpha – 1 Year
—
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
—
Volatility – 3 Years
—
—
Beta – 1 Year
—
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
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—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 35% · M 34% · S 23%
L 46% · M 14% · S 41%
Number of Stocks
40
19
Portfolio P/E
19.53
7.75
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%
Axis Bank Ltd · 6.00%
Union Bank of India · 5.00%
Can Fin Homes Ltd · 5.00%
REC Ltd · 5.00%
RBL Bank Ltd · 5.00%
Top Sectors
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
Financial Services · 92.50%
Power · 4.00%
Services · 3.50%
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%
3% / 2% / 1%