Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Marcellus -MeritorQ - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
3.04%
6 Months
−2.30%
5.19%
1 Year
1.68%
−0.45%
3 Years
13.91%
11.72%
5 Years
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Since Inception
14.05%
12.62%
Fund Age
3 yrs 10 mo
3 yrs 8 mo
AUM
₹53.78 Cr
₹42.96 Cr
Alpha – 1 Year
−3.04%
−3.43%
Alpha – 3 Years
1.82%
−0.17%
Information Ratio – 3 Years
0.34
-0.16
Volatility – 1 Year
15.80%
16.93%
Volatility – 3 Years
15.64%
15.20%
Beta – 1 Year
0.86
0.92
Beta – 3 Years
0.97
0.91
Sharpe Ratio – 1 Year
-0.15
-0.27
Sharpe Ratio – 3 Years
0.71
0.45
Worst Rolling Year
15.78%
11.64%
Value at Worst Rolling Year
₹1.16 Cr
₹1.12 Cr
Deepest Drawdown
−18.40%
−20.38%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
15.01%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 39% · M 39% · S 22%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
Top Sectors
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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%