Portfolio Management Services (PMS)Compare Schemes
Helios - India Rising PMS vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Helios - India Rising PMS
Marcellus - Rising Giants
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.02%
0.40%
6 Months
5.63%
4.60%
1 Year
4.60%
−5.85%
3 Years
14.51%
5.64%
5 Years
12.90%
—
Since Inception
19.56%
−0.46%
Fund Age
6 yrs 4 mo
4 yrs 7 mo
AUM
₹1,566.43 Cr
₹87.75 Cr
Alpha – 1 Year
1.62%
−8.83%
Alpha – 3 Years
2.62%
−6.25%
Information Ratio – 3 Years
0.58
-0.73
Volatility – 1 Year
21.65%
16.46%
Volatility – 3 Years
16.64%
15.18%
Beta – 1 Year
1.18
0.88
Beta – 3 Years
1.02
0.84
Sharpe Ratio – 1 Year
0.06
-0.62
Sharpe Ratio – 3 Years
0.58
0.08
Worst Rolling Year
12.32%
-2.49%
Value at Worst Rolling Year
₹1.12 Cr
₹0.98 Cr
Deepest Drawdown
−20.60%
−20.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
87.97%
Median Rolling Year
19.14%
5.97%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 24% · S 29%
M 4% · S 79%
Number of Stocks
42
—
Portfolio P/E
—
—
Top 5 Holdings
Cash & Cash Equivalent · 14.10%
ICICI Bank Ltd · 6.59%
State Bank of India · 6.23%
Bharti Airtel Ltd · 5.62%
HDFC Bank Ltd · 5.00%
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
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%