Portfolio Management Services (PMS)Compare Schemes
Monarch Wealth Creator Fund vs Omni SuperNormal India
Add SchemeGrowth of ₹1 Crore
Monarch Wealth Creator Fund
Omni SuperNormal India
1 Month
2.85%
−0.29%
6 Months
12.32%
0.93%
1 Year
—
—
3 Years
—
—
5 Years
—
—
Since Inception
13.81%
−3.09%
Fund Age
8 mo
9 mo
AUM
₹279.09 Cr
₹37.25 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
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 35% · M 34% · S 23%
L 38% · M 17% · S 45%
Number of Stocks
40
36
Portfolio P/E
19.53
11.34
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%
Ircon International Ltd · 3.45%
Power Finance Corporation Ltd · 3.45%
PSP Projects Ltd · 3.45%
NHPC Ltd · 3.45%
PTC India Financial Services Ltd · 3.45%
Top Sectors
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
Financial Services · 51.72%
Construction · 17.24%
Services · 10.35%
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%