Portfolio Management Services (PMS)Compare Schemes
Marcellus - Consistent Compounders vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Marcellus - Consistent Compounders
Sundaram Alternate - SELF
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.02%
7.67%
6 Months
10.61%
27.70%
1 Year
3.27%
47.52%
3 Years
5.81%
23.98%
5 Years
4.77%
15.87%
Since Inception
12.23%
18.55%
Fund Age
7 yrs 7 mo
16 yrs 2 mo
AUM
₹1,666.24 Cr
₹1,022.92 Cr
Alpha – 1 Year
3.70%
42.80%
Alpha – 3 Years
−2.76%
11.89%
Information Ratio – 3 Years
-0.29
1.12
Volatility – 1 Year
19.50%
28.29%
Volatility – 3 Years
16.37%
20.76%
Beta – 1 Year
1.09
1.36
Beta – 3 Years
1.05
1.07
Sharpe Ratio – 1 Year
-0.02
1.33
Sharpe Ratio – 3 Years
0.10
0.99
Worst Rolling Year
0.36%
-4.58%
Value at Worst Rolling Year
₹1.00 Cr
₹0.95 Cr
Deepest Drawdown
−23.56%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
99.77%
97.86%
Median Rolling Year
8.56%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 32% · S 25%
L 22% · M 32% · S 42%
Number of Stocks
—
26
Portfolio P/E
—
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
—
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%