Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Marcellus - Rising Giants
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
0.40%
6 Months
26.95%
4.60%
1 Year
13.12%
−5.85%
3 Years
17.80%
5.64%
5 Years
15.04%
—
Since Inception
22.70%
−0.46%
Fund Age
8 yrs
4 yrs 7 mo
AUM
₹357.26 Cr
₹87.75 Cr
Alpha – 1 Year
10.14%
−8.83%
Alpha – 3 Years
5.90%
−6.25%
Information Ratio – 3 Years
0.31
-0.73
Volatility – 1 Year
32.38%
16.46%
Volatility – 3 Years
25.45%
15.18%
Beta – 1 Year
1.68
0.88
Beta – 3 Years
1.37
0.84
Sharpe Ratio – 1 Year
0.36
-0.62
Sharpe Ratio – 3 Years
0.56
0.08
Worst Rolling Year
11.19%
-2.49%
Value at Worst Rolling Year
₹1.11 Cr
₹0.98 Cr
Deepest Drawdown
−26.50%
−20.88%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
87.97%
Median Rolling Year
27.28%
5.97%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 19% · S 59%
M 4% · S 79%
Number of Stocks
42
—
Portfolio P/E
42.01
—
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%