Portfolio Management Services (PMS)Compare Schemes
Marcellus - Consistent Compounders vs Nuvama Equities eXpansion Target
Add SchemeGrowth of ₹1 Crore
Marcellus - Consistent Compounders
Nuvama Equities eXpansion Target
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%
2.94%
6 Months
10.61%
19.15%
1 Year
3.27%
14.85%
3 Years
5.81%
14.64%
5 Years
4.77%
—
Since Inception
12.23%
15.52%
Fund Age
7 yrs 7 mo
3 yrs 3 mo
AUM
₹1,666.24 Cr
₹213.16 Cr
Alpha – 1 Year
3.70%
10.13%
Alpha – 3 Years
−2.76%
2.55%
Information Ratio – 3 Years
-0.29
0.17
Volatility – 1 Year
19.50%
28.62%
Volatility – 3 Years
16.37%
24.62%
Beta – 1 Year
1.09
1.48
Beta – 3 Years
1.05
1.33
Sharpe Ratio – 1 Year
-0.02
0.43
Sharpe Ratio – 3 Years
0.10
0.46
Worst Rolling Year
0.36%
12.87%
Value at Worst Rolling Year
₹1.00 Cr
₹1.13 Cr
Deepest Drawdown
−23.56%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.77%
100.00%
Median Rolling Year
8.56%
15.08%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 42% · M 32% · S 25%
—
Number of Stocks
—
33
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%
—
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% / 1% / 0%