Portfolio Management Services (PMS)Compare Schemes
JM-Apex vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
JM-Apex
Marcellus - Rising Giants
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.10%
0.40%
6 Months
17.39%
4.60%
1 Year
20.93%
−5.85%
3 Years
17.01%
5.64%
5 Years
—
—
Since Inception
19.54%
−0.46%
Fund Age
3 yrs 6 mo
4 yrs 7 mo
AUM
₹615.02 Cr
₹87.75 Cr
Alpha – 1 Year
16.21%
−8.83%
Alpha – 3 Years
4.92%
−6.25%
Information Ratio – 3 Years
—
-0.73
Volatility – 1 Year
19.36%
16.46%
Volatility – 3 Years
18.51%
15.18%
Beta – 1 Year
1.01
0.88
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
0.81
-0.62
Sharpe Ratio – 3 Years
0.72
0.08
Worst Rolling Year
—
-2.49%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
−14.79%
−20.88%
Recovery Period
45 days
Not yet recovered
1-Year Rolling Windows Positive
—
87.97%
Median Rolling Year
—
5.97%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 4% · S 79%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
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)
3% / 2% / 0%
2% / 0% / 0%