Portfolio Management Services (PMS)Compare Schemes
Monarch Wealth Creator Fund vs Tradeswift - Sparkling Gems
Add SchemeGrowth of ₹1 Crore
Monarch Wealth Creator Fund
Tradeswift - Sparkling Gems
1 Month
2.85%
−0.05%
6 Months
12.32%
23.02%
1 Year
—
—
3 Years
—
—
5 Years
—
—
Since Inception
13.81%
13.86%
Fund Age
8 mo
10 mo
AUM
₹279.09 Cr
₹13.6 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
—
—
Sharpe Ratio – 1 Year
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—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
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%
S 97%
Number of Stocks
40
29
Portfolio P/E
19.53
26.06
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%
Goldiam International Ltd · 7.05%
Grindwell Norton Ltd · 4.59%
RPG Life Sciences Ltd · 4.39%
Action Construction Equipment Ltd · 4.38%
Enviro Infra Engineers Ltd · 4.35%
Top Sectors
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
Capital Goods · 20.02%
Consumer Durables · 11.07%
Financial Services · 10.96%
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%
2% / 1.5% / 1%