Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Marcellus - Rising Giants
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%
0.40%
6 Months
−2.30%
4.60%
1 Year
1.68%
−5.85%
3 Years
13.91%
5.64%
5 Years
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Since Inception
14.05%
−0.46%
Fund Age
3 yrs 10 mo
4 yrs 7 mo
AUM
₹53.78 Cr
₹87.75 Cr
Alpha – 1 Year
−3.04%
−8.83%
Alpha – 3 Years
1.82%
−6.25%
Information Ratio – 3 Years
0.34
-0.73
Volatility – 1 Year
15.80%
16.46%
Volatility – 3 Years
15.64%
15.18%
Beta – 1 Year
0.86
0.88
Beta – 3 Years
0.97
0.84
Sharpe Ratio – 1 Year
-0.15
-0.62
Sharpe Ratio – 3 Years
0.71
0.08
Worst Rolling Year
15.78%
-2.49%
Value at Worst Rolling Year
₹1.16 Cr
₹0.98 Cr
Deepest Drawdown
−18.40%
−20.88%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
87.97%
Median Rolling Year
20.35%
5.97%
5-Year Rolling Windows Positive
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Market-Cap Mix
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M 4% · S 79%
Number of Stocks
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—
Portfolio P/E
—
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Top 5 Holdings
—
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
Top Sectors
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Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%