Portfolio Management Services (PMS)Compare Schemes
Envision Capital - India Opportunities vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Envision Capital - India Opportunities
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
3.39%
0.40%
6 Months
19.31%
4.60%
1 Year
11.21%
−5.85%
3 Years
13.34%
5.64%
5 Years
15.02%
—
Since Inception
17.08%
−0.46%
Fund Age
5 yrs 4 mo
4 yrs 7 mo
AUM
₹135.65 Cr
₹87.75 Cr
Alpha – 1 Year
6.49%
−8.83%
Alpha – 3 Years
1.25%
−6.25%
Information Ratio – 3 Years
0.12
-0.73
Volatility – 1 Year
20.71%
16.46%
Volatility – 3 Years
17.79%
15.18%
Beta – 1 Year
1.05
0.88
Beta – 3 Years
0.97
0.84
Sharpe Ratio – 1 Year
0.35
-0.62
Sharpe Ratio – 3 Years
0.50
0.08
Worst Rolling Year
12.49%
-2.49%
Value at Worst Rolling Year
₹1.12 Cr
₹0.98 Cr
Deepest Drawdown
−25.10%
−20.88%
Recovery Period
493 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
87.97%
Median Rolling Year
19.71%
5.97%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 18% · M 24% · S 55%
M 4% · S 79%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
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
1.75% / yr
2.50% / yr
Performance Fee / Plan
10% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%