Portfolio Management Services (PMS)Compare Schemes
Monarch Wealth Creator Fund vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
Monarch Wealth Creator Fund
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.85%
−0.96%
6 Months
12.32%
−5.85%
1 Year
—
1.08%
3 Years
—
1.92%
5 Years
—
1.54%
Since Inception
13.81%
4.73%
Fund Age
8 mo
9 yrs 11 mo
AUM
₹279.09 Cr
₹4.85 Cr
Alpha – 1 Year
—
−8.50%
Alpha – 3 Years
—
−7.97%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
9.90%
Volatility – 3 Years
—
26.17%
Beta – 1 Year
—
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
-0.53
Sharpe Ratio – 3 Years
—
0.01
Worst Rolling Year
—
2.80%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
—
−28.72%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.18%
5-Year Rolling Windows Positive
—
100.00%
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
—
Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0.5% / 0%
1% / 0% / 0%