Portfolio Management Services (PMS)Compare Schemes
Monarch Wealth Creator Fund vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Monarch Wealth Creator Fund
Wave-Bloom
Return for the risk
1 yr return
-5%
0%
5%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
2.85%
−0.67%
6 Months
12.32%
−7.55%
1 Year
—
0.34%
3 Years
—
—
5 Years
—
—
Since Inception
13.81%
12.70%
Fund Age
8 mo
2 yrs 3 mo
AUM
₹279.09 Cr
₹7.52 Cr
Alpha – 1 Year
—
−2.64%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
8.98%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
-0.50
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−10.25%
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%
L 71% · M 18% · S 10%
Number of Stocks
40
10
Portfolio P/E
19.53
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
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Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0.5% / 0.5% / 0%
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