Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Marcellus - Consistent Compounders
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Marcellus - Consistent Compounders
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
4.02%
6 Months
−2.30%
10.61%
1 Year
1.68%
3.27%
3 Years
13.91%
5.81%
5 Years
—
4.77%
Since Inception
14.05%
12.23%
Fund Age
3 yrs 10 mo
7 yrs 7 mo
AUM
₹53.78 Cr
₹1,666.24 Cr
Alpha – 1 Year
−3.04%
3.70%
Alpha – 3 Years
1.82%
−2.76%
Information Ratio – 3 Years
0.34
-0.29
Volatility – 1 Year
15.80%
19.50%
Volatility – 3 Years
15.64%
16.37%
Beta – 1 Year
0.86
1.09
Beta – 3 Years
0.97
1.05
Sharpe Ratio – 1 Year
-0.15
-0.02
Sharpe Ratio – 3 Years
0.71
0.10
Worst Rolling Year
15.78%
0.36%
Value at Worst Rolling Year
₹1.16 Cr
₹1.00 Cr
Deepest Drawdown
−18.40%
−23.56%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.77%
Median Rolling Year
20.35%
8.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 42% · M 32% · S 25%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Trent Ltd · 8.00%
Divis Laboratories Ltd · 8.00%
Narayana Hrudayalaya Ltd · 7.50%
Asian Paints Ltd · 7.00%
Tube Investments of India Ltd · 7.00%
Top Sectors
—
—
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%