Portfolio Management Services (PMS)Compare Schemes
Marcellus -MeritorQ - PMS vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Marcellus -MeritorQ - PMS
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
0.25%
6 Months
5.19%
15.19%
1 Year
−0.45%
3.21%
3 Years
11.72%
19.65%
5 Years
—
—
Since Inception
12.62%
25.09%
Fund Age
3 yrs 8 mo
3 yrs 5 mo
AUM
₹42.96 Cr
₹4,148.34 Cr
Alpha – 1 Year
−3.43%
0.23%
Alpha – 3 Years
−0.17%
7.77%
Information Ratio – 3 Years
-0.16
0.62
Volatility – 1 Year
16.93%
21.54%
Volatility – 3 Years
15.20%
22.15%
Beta – 1 Year
0.92
1.06
Beta – 3 Years
0.91
1.15
Sharpe Ratio – 1 Year
-0.27
-0.01
Sharpe Ratio – 3 Years
0.45
0.68
Worst Rolling Year
11.64%
19.49%
Value at Worst Rolling Year
₹1.12 Cr
₹1.19 Cr
Deepest Drawdown
−20.38%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.01%
21.76%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 39% · M 39% · S 22%
L 26% · M 35% · S 37%
Number of Stocks
—
26
Portfolio P/E
—
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%