Portfolio Management Services (PMS)Compare Schemes
Marcellus - Consistent Compounders vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Marcellus - Consistent Compounders
White Pine India Emerging Stars Approach
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%
40%
Volatility • 3 yrs deviation
1 Month
4.02%
0.30%
6 Months
10.61%
26.99%
1 Year
3.27%
26.29%
3 Years
5.81%
27.01%
5 Years
4.77%
—
Since Inception
12.23%
35.84%
Fund Age
7 yrs 7 mo
4 yrs 3 mo
AUM
₹1,666.24 Cr
₹521.91 Cr
Alpha – 1 Year
3.70%
28.33%
Alpha – 3 Years
−2.76%
20.36%
Information Ratio – 3 Years
-0.29
—
Volatility – 1 Year
19.50%
31.27%
Volatility – 3 Years
16.37%
25.96%
Beta – 1 Year
1.09
—
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
-0.02
0.72
Sharpe Ratio – 3 Years
0.10
0.85
Worst Rolling Year
0.36%
27.02%
Value at Worst Rolling Year
₹1.00 Cr
₹1.27 Cr
Deepest Drawdown
−23.56%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
99.77%
100.00%
Median Rolling Year
8.56%
36.88%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 42% · M 32% · S 25%
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Number of Stocks
—
49
Portfolio P/E
—
21.17
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%
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Top Sectors
—
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—