Portfolio Management Services (PMS)Compare Schemes
Marcellus -MeritorQ - PMS vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Marcellus -MeritorQ - PMS
Marcellus - Rising Giants
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
0.40%
6 Months
5.19%
4.60%
1 Year
−0.45%
−5.85%
3 Years
11.72%
5.64%
5 Years
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Since Inception
12.62%
−0.46%
Fund Age
3 yrs 8 mo
4 yrs 7 mo
AUM
₹42.96 Cr
₹87.75 Cr
Alpha – 1 Year
−3.43%
−8.83%
Alpha – 3 Years
−0.17%
−6.25%
Information Ratio – 3 Years
-0.16
-0.73
Volatility – 1 Year
16.93%
16.46%
Volatility – 3 Years
15.20%
15.18%
Beta – 1 Year
0.92
0.88
Beta – 3 Years
0.91
0.84
Sharpe Ratio – 1 Year
-0.27
-0.62
Sharpe Ratio – 3 Years
0.45
0.08
Worst Rolling Year
11.64%
-2.49%
Value at Worst Rolling Year
₹1.12 Cr
₹0.98 Cr
Deepest Drawdown
−20.38%
−20.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
87.97%
Median Rolling Year
15.01%
5.97%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 39% · M 39% · S 22%
M 4% · S 79%
Number of Stocks
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Portfolio P/E
—
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Top 5 Holdings
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
Top Sectors
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Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%