Portfolio Management Services (PMS)Compare Schemes
Dalal & Broacha - Long Term Growth vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Dalal & Broacha - Long Term Growth
Marcellus - Rising Giants
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.61%
0.40%
6 Months
11.19%
4.60%
1 Year
4.47%
−5.85%
3 Years
14.82%
5.64%
5 Years
12.64%
—
Since Inception
13.38%
−0.46%
Fund Age
19 yrs
4 yrs 7 mo
AUM
₹1,249 Cr
₹87.75 Cr
Alpha – 1 Year
4.82%
−8.83%
Alpha – 3 Years
5.82%
−6.25%
Information Ratio – 3 Years
0.87
-0.73
Volatility – 1 Year
21.24%
16.46%
Volatility – 3 Years
17.51%
15.18%
Beta – 1 Year
1.09
0.88
Beta – 3 Years
1.04
0.84
Sharpe Ratio – 1 Year
0.05
-0.62
Sharpe Ratio – 3 Years
0.69
0.08
Worst Rolling Year
—
-2.49%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
—
−20.88%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
87.97%
Median Rolling Year
—
5.97%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 40% · M 40% · S 15%
M 4% · S 79%
Number of Stocks
25
—
Portfolio P/E
—
—
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
—
—
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%