Portfolio Management Services (PMS)Compare Schemes
Monarch Wealth Creator Fund vs Qode Tactical Fund
Add SchemeGrowth of ₹1 Crore
Monarch Wealth Creator Fund
Qode Tactical Fund
Return for the risk
1 yr return
15%
20%
25%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
2.85%
1.73%
6 Months
12.32%
5.25%
1 Year
—
18.83%
3 Years
—
—
5 Years
—
—
Since Inception
13.81%
14.12%
Fund Age
8 mo
1 yr 9 mo
AUM
₹279.09 Cr
₹44.15 Cr
Alpha – 1 Year
—
14.11%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
9.92%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.25
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
1.27
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−6.12%
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%
—
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
0.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0.5% / 0.5% / 0%
0% / 0% / 0%