Portfolio Management Services (PMS)Compare Schemes
Marcellus - Consistent Compounders vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Marcellus - Consistent Compounders
Tamohara - Q Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.02%
−0.46%
6 Months
10.61%
6.77%
1 Year
3.27%
7.38%
3 Years
5.81%
9.03%
5 Years
4.77%
—
Since Inception
12.23%
10.29%
Fund Age
7 yrs 7 mo
4 yrs 2 mo
AUM
₹1,666.24 Cr
₹9.69 Cr
Alpha – 1 Year
3.70%
7.73%
Alpha – 3 Years
−2.76%
0.04%
Information Ratio – 3 Years
-0.29
0.09
Volatility – 1 Year
19.50%
17.08%
Volatility – 3 Years
16.37%
16.18%
Beta – 1 Year
1.09
0.95
Beta – 3 Years
1.05
1.08
Sharpe Ratio – 1 Year
-0.02
0.20
Sharpe Ratio – 3 Years
0.10
0.33
Worst Rolling Year
0.36%
7.39%
Value at Worst Rolling Year
₹1.00 Cr
₹1.07 Cr
Deepest Drawdown
−23.56%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.77%
100.00%
Median Rolling Year
8.56%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 42% · M 32% · S 25%
L 41% · M 53%
Number of Stocks
—
22
Portfolio P/E
—
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
—
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –