Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
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
2.23%
0.40%
6 Months
7.97%
4.60%
1 Year
6.21%
−5.85%
3 Years
12.78%
5.64%
5 Years
14.19%
—
Since Inception
16.41%
−0.46%
Fund Age
7 yrs 3 mo
4 yrs 7 mo
AUM
₹115.97 Cr
₹87.75 Cr
Alpha – 1 Year
1.49%
−8.83%
Alpha – 3 Years
0.69%
−6.25%
Information Ratio – 3 Years
0.20
-0.73
Volatility – 1 Year
15.75%
16.46%
Volatility – 3 Years
15.69%
15.18%
Beta – 1 Year
0.82
0.88
Beta – 3 Years
0.88
0.84
Sharpe Ratio – 1 Year
0.12
-0.62
Sharpe Ratio – 3 Years
0.51
0.08
Worst Rolling Year
11.84%
-2.49%
Value at Worst Rolling Year
₹1.12 Cr
₹0.98 Cr
Deepest Drawdown
−23.37%
−20.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
87.97%
Median Rolling Year
21.02%
5.97%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
M 4% · S 79%
Number of Stocks
35
—
Portfolio P/E
—
—
Top 5 Holdings
—
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
1.00% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%