Portfolio Management Services (PMS)Compare Schemes
Marcellus - Consistent Compounders vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Marcellus - Consistent Compounders
Marcellus - Rising Giants
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.02%
0.40%
6 Months
10.61%
4.60%
1 Year
3.27%
−5.85%
3 Years
5.81%
5.64%
5 Years
4.77%
—
Since Inception
12.23%
−0.46%
Fund Age
7 yrs 7 mo
4 yrs 7 mo
AUM
₹1,666.24 Cr
₹87.75 Cr
Alpha – 1 Year
3.70%
−8.83%
Alpha – 3 Years
−2.76%
−6.25%
Information Ratio – 3 Years
-0.29
-0.73
Volatility – 1 Year
19.50%
16.46%
Volatility – 3 Years
16.37%
15.18%
Beta – 1 Year
1.09
0.88
Beta – 3 Years
1.05
0.84
Sharpe Ratio – 1 Year
-0.02
-0.62
Sharpe Ratio – 3 Years
0.10
0.08
Worst Rolling Year
0.36%
-2.49%
Value at Worst Rolling Year
₹1.00 Cr
₹0.98 Cr
Deepest Drawdown
−23.56%
−20.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.77%
87.97%
Median Rolling Year
8.56%
5.97%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 42% · M 32% · S 25%
M 4% · S 79%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
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%
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
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%