Portfolio Management Services (PMS)Compare Schemes
Marcellus - Consistent Compounders vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Marcellus - Consistent Compounders
Right Horizons - All Seasons
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.02%
1.32%
6 Months
10.61%
3.83%
1 Year
3.27%
9.77%
3 Years
5.81%
13.19%
5 Years
4.77%
12.01%
Since Inception
12.23%
14.38%
Fund Age
7 yrs 7 mo
6 yrs 8 mo
AUM
₹1,666.24 Cr
₹42.66 Cr
Alpha – 1 Year
3.70%
3.80%
Alpha – 3 Years
−2.76%
2.30%
Information Ratio – 3 Years
-0.29
0.23
Volatility – 1 Year
19.50%
15.84%
Volatility – 3 Years
16.37%
12.64%
Beta – 1 Year
1.09
1.56
Beta – 3 Years
1.05
1.48
Sharpe Ratio – 1 Year
-0.02
0.32
Sharpe Ratio – 3 Years
0.10
0.70
Worst Rolling Year
0.36%
9.09%
Value at Worst Rolling Year
₹1.00 Cr
₹1.09 Cr
Deepest Drawdown
−23.56%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
99.77%
100.00%
Median Rolling Year
8.56%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 32% · S 25%
L 37% · M 21% · S 27%
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
—
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
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%