Portfolio Management Services (PMS)Compare Schemes
ASK-IVP vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
ASK-IVP
Marcellus - Rising Giants
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.91%
0.40%
6 Months
−1.55%
4.60%
1 Year
2.26%
−5.85%
3 Years
3.37%
5.64%
5 Years
4.66%
—
Since Inception
9.07%
−0.46%
Fund Age
6 yrs 8 mo
4 yrs 7 mo
AUM
₹55.15 Cr
₹87.75 Cr
Alpha – 1 Year
−0.72%
−8.83%
Alpha – 3 Years
−8.51%
−6.25%
Information Ratio – 3 Years
-1.16
-0.73
Volatility – 1 Year
17.30%
16.46%
Volatility – 3 Years
16.20%
15.18%
Beta – 1 Year
0.96
0.88
Beta – 3 Years
0.96
0.84
Sharpe Ratio – 1 Year
-0.10
-0.62
Sharpe Ratio – 3 Years
-0.05
0.08
Worst Rolling Year
0.65%
-2.49%
Value at Worst Rolling Year
₹1.01 Cr
₹0.98 Cr
Deepest Drawdown
−23.57%
−20.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.70%
87.97%
Median Rolling Year
10.16%
5.97%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 62% · M 31% · S 6%
M 4% · S 79%
Number of Stocks
26
—
Portfolio P/E
31.94
—
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.33%
Infosys Ltd · 6.11%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.18%
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
Financial Services · 27.34%
Automobile and Auto Components · 16.15%
Capital Goods · 13.35%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%