Portfolio Management Services (PMS)Compare Schemes
Marcellus - Consistent Compounders vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Marcellus - Consistent Compounders
Piper Serica Advisors - Leader Portfolio
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%
3.10%
6 Months
10.61%
24.70%
1 Year
3.27%
21.80%
3 Years
5.81%
16.46%
5 Years
4.77%
12.29%
Since Inception
12.23%
17.31%
Fund Age
7 yrs 7 mo
7 yrs 2 mo
AUM
₹1,666.24 Cr
₹328.39 Cr
Alpha – 1 Year
3.70%
22.15%
Alpha – 3 Years
−2.76%
7.46%
Information Ratio – 3 Years
-0.29
1.55
Volatility – 1 Year
19.50%
22.56%
Volatility – 3 Years
16.37%
18.01%
Beta – 1 Year
1.09
1.10
Beta – 3 Years
1.05
0.98
Sharpe Ratio – 1 Year
-0.02
0.85
Sharpe Ratio – 3 Years
0.10
1.07
Worst Rolling Year
0.36%
7.49%
Value at Worst Rolling Year
₹1.00 Cr
₹1.07 Cr
Deepest Drawdown
−23.56%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
99.77%
100.00%
Median Rolling Year
8.56%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 32% · S 25%
—
Number of Stocks
—
16
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
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% / 1%