Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Marcellus - Consistent Compounders
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
Marcellus - Consistent Compounders
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
−3.33%
4.02%
6 Months
24.60%
10.61%
1 Year
7.56%
3.27%
3 Years
20.98%
5.81%
5 Years
—
4.77%
Since Inception
24.10%
12.23%
Fund Age
4 yrs 4 mo
7 yrs 7 mo
AUM
₹3.89 Cr
₹1,666.24 Cr
Alpha – 1 Year
4.58%
3.70%
Alpha – 3 Years
9.08%
−2.76%
Information Ratio – 3 Years
0.07
-0.29
Volatility – 1 Year
32.74%
19.50%
Volatility – 3 Years
27.24%
16.37%
Beta – 1 Year
1.49
1.09
Beta – 3 Years
1.30
1.05
Sharpe Ratio – 1 Year
0.20
-0.02
Sharpe Ratio – 3 Years
0.49
0.10
Worst Rolling Year
17.91%
0.36%
Value at Worst Rolling Year
₹1.18 Cr
₹1.00 Cr
Deepest Drawdown
−34.40%
−23.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.77%
Median Rolling Year
25.17%
8.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 42% · M 32% · S 25%
Number of Stocks
27
—
Portfolio P/E
52.77
—
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
Trent Ltd · 8.00%
Divis Laboratories Ltd · 8.00%
Narayana Hrudayalaya Ltd · 7.50%
Asian Paints Ltd · 7.00%
Tube Investments of India Ltd · 7.00%
Top Sectors
—
—
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%