Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
Marcellus - Rising Giants
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.86%
0.40%
6 Months
0.50%
4.60%
1 Year
6.34%
−5.85%
3 Years
19.74%
5.64%
5 Years
16.62%
—
Since Inception
20.10%
−0.46%
Fund Age
6 yrs 1 mo
4 yrs 7 mo
AUM
₹56.91 Cr
₹87.75 Cr
Alpha – 1 Year
1.64%
−8.83%
Alpha – 3 Years
7.64%
−6.25%
Information Ratio – 3 Years
0.90
-0.73
Volatility – 1 Year
16.52%
16.46%
Volatility – 3 Years
17.18%
15.18%
Beta – 1 Year
0.89
0.88
Beta – 3 Years
1.04
0.84
Sharpe Ratio – 1 Year
0.14
-0.62
Sharpe Ratio – 3 Years
0.84
0.08
Worst Rolling Year
18.93%
-2.49%
Value at Worst Rolling Year
₹1.19 Cr
₹0.98 Cr
Deepest Drawdown
−18.72%
−20.88%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
87.97%
Median Rolling Year
25.30%
5.97%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 59% · M 40%
M 4% · S 79%
Number of Stocks
20
—
Portfolio P/E
27.00
—
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
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
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%