Portfolio Management Services (PMS)Compare Schemes
Marcellus - Consistent Compounders vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Marcellus - Consistent Compounders
Motilal Oswal - Ethical
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.02%
1.53%
6 Months
10.61%
18.13%
1 Year
3.27%
13.15%
3 Years
5.81%
14.12%
5 Years
4.77%
11.96%
Since Inception
12.23%
13.25%
Fund Age
7 yrs 7 mo
5 yrs 1 mo
AUM
₹1,666.24 Cr
₹77.09 Cr
Alpha – 1 Year
3.70%
10.17%
Alpha – 3 Years
−2.76%
2.24%
Information Ratio – 3 Years
-0.29
0.36
Volatility – 1 Year
19.50%
23.76%
Volatility – 3 Years
16.37%
19.81%
Beta – 1 Year
1.09
1.23
Beta – 3 Years
1.05
1.14
Sharpe Ratio – 1 Year
-0.02
0.40
Sharpe Ratio – 3 Years
0.10
0.50
Worst Rolling Year
0.36%
8.04%
Value at Worst Rolling Year
₹1.00 Cr
₹1.08 Cr
Deepest Drawdown
−23.56%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.77%
100.00%
Median Rolling Year
8.56%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 32% · S 25%
L 28% · M 28% · S 44%
Number of Stocks
—
20
Portfolio P/E
—
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
—
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
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%