Portfolio Management Services (PMS)Compare Schemes
Monarch Wealth Creator Fund vs Prudent Equity Growth Strategy
Add SchemeGrowth of ₹1 Crore
Monarch Wealth Creator Fund
Prudent Equity Growth Strategy
Return for the risk
1 yr return
0%
5%
10%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.85%
−2.67%
6 Months
12.32%
4.01%
1 Year
—
3.88%
3 Years
—
—
5 Years
—
—
Since Inception
13.81%
−1.21%
Fund Age
8 mo
2 yrs 1 mo
AUM
₹279.09 Cr
₹29.71 Cr
Alpha – 1 Year
—
−0.84%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
22.02%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.16
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.03
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−15.04%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 35% · M 34% · S 23%
M 9% · S 73%
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%
—
Top Sectors
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
—
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit
Exit Load (Y1 / Y2 / Y3)
0.5% / 0.5% / 0%
3% / 0% / 0%