Portfolio Management Services (PMS)Compare Schemes
Monarch Wealth Creator Fund vs Pluswealth Fusion
Add SchemeGrowth of ₹1 Crore
Monarch Wealth Creator Fund
Pluswealth Fusion
1 Month
2.85%
2.74%
6 Months
12.32%
1.11%
1 Year
—
—
3 Years
—
—
5 Years
—
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Since Inception
13.81%
9.14%
Fund Age
8 mo
10 mo
AUM
₹279.09 Cr
₹29.92 Cr
Alpha – 1 Year
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—
Alpha – 3 Years
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Information Ratio – 3 Years
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Volatility – 1 Year
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Volatility – 3 Years
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Beta – 1 Year
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Beta – 3 Years
—
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Sharpe Ratio – 1 Year
—
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Sharpe Ratio – 3 Years
—
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Worst Rolling Year
—
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Value at Worst Rolling Year
—
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Deepest Drawdown
—
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Recovery Period
—
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1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 35% · M 34% · S 23%
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Number of Stocks
40
—
Portfolio P/E
19.53
—
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%
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Top Sectors
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
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Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0.5% / 0%
1% / 0% / 0%