Portfolio Management Services (PMS)Compare Schemes
Marcellus - Consistent Compounders vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
Marcellus - Consistent Compounders
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.02%
−0.96%
6 Months
10.61%
−5.85%
1 Year
3.27%
1.08%
3 Years
5.81%
1.92%
5 Years
4.77%
1.54%
Since Inception
12.23%
4.73%
Fund Age
7 yrs 7 mo
9 yrs 11 mo
AUM
₹1,666.24 Cr
₹4.85 Cr
Alpha – 1 Year
3.70%
−8.50%
Alpha – 3 Years
−2.76%
−7.97%
Information Ratio – 3 Years
-0.29
—
Volatility – 1 Year
19.50%
9.90%
Volatility – 3 Years
16.37%
26.17%
Beta – 1 Year
1.09
—
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
-0.02
-0.53
Sharpe Ratio – 3 Years
0.10
0.01
Worst Rolling Year
0.36%
2.80%
Value at Worst Rolling Year
₹1.00 Cr
₹1.03 Cr
Deepest Drawdown
−23.56%
−28.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.77%
100.00%
Median Rolling Year
8.56%
12.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 32% · S 25%
—
Number of Stocks
—
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%