Portfolio Management Services (PMS)Compare Schemes
Marcellus - Consistent Compounders vs Maxiom PMS - CORAL Cyclical
Add SchemeGrowth of ₹1 Crore
Marcellus - Consistent Compounders
Maxiom PMS - CORAL Cyclical
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%
−0.48%
6 Months
10.61%
−2.46%
1 Year
3.27%
5.63%
3 Years
5.81%
—
5 Years
4.77%
—
Since Inception
12.23%
1.03%
Fund Age
7 yrs 7 mo
3 yrs
AUM
₹1,666.24 Cr
₹2.06 Cr
Alpha – 1 Year
3.70%
5.98%
Alpha – 3 Years
−2.76%
—
Information Ratio – 3 Years
-0.29
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Volatility – 1 Year
19.50%
16.61%
Volatility – 3 Years
16.37%
—
Beta – 1 Year
1.09
1.00
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
-0.02
-0.24
Sharpe Ratio – 3 Years
0.10
—
Worst Rolling Year
0.36%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−23.56%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
99.77%
—
Median Rolling Year
8.56%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 42% · M 32% · S 25%
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Number of Stocks
—
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Portfolio P/E
—
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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%
ICICI Pru Nifty Oil & Gas ETF · 16.66%
ICICI Pru Nifty Infrastructure ETF · 16.66%
Kotak Nifty Bank ETF · 16.66%
Kotak Nifty IT ETF · 16.66%
Mirae Asset Nifty India Manufacturing ETF · 16.66%
Top Sectors
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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