Portfolio Management Services (PMS)Compare Schemes
Marcellus - Consistent Compounders vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Marcellus - Consistent Compounders
SageOne - Core Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.02%
11.42%
6 Months
10.61%
35.03%
1 Year
3.27%
37.21%
3 Years
5.81%
27.05%
5 Years
4.77%
21.76%
Since Inception
12.23%
19.33%
Fund Age
7 yrs 7 mo
6 yrs 10 mo
AUM
₹1,666.24 Cr
₹2,975 Cr
Alpha – 1 Year
3.70%
23.77%
Alpha – 3 Years
−2.76%
6.78%
Information Ratio – 3 Years
-0.29
5.24
Volatility – 1 Year
19.50%
18.59%
Volatility – 3 Years
16.37%
19.39%
Beta – 1 Year
1.09
1.23
Beta – 3 Years
1.05
1.12
Sharpe Ratio – 1 Year
-0.02
1.44
Sharpe Ratio – 3 Years
0.10
0.98
Worst Rolling Year
0.36%
-6.18%
Value at Worst Rolling Year
₹1.00 Cr
₹0.94 Cr
Deepest Drawdown
−23.56%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
99.77%
92.59%
Median Rolling Year
8.56%
23.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 32% · S 25%
—
Number of Stocks
—
14
Portfolio P/E
—
25.70
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%
3% / 2% / 1%