Portfolio Management Services (PMS)Compare Schemes
Marcellus -MeritorQ - PMS vs Motilal Oswal - Mid to Mega strategy
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Marcellus -MeritorQ - PMS
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
4.17%
6 Months
5.19%
19.62%
1 Year
−0.45%
12.19%
3 Years
11.72%
23.51%
5 Years
—
13.96%
Since Inception
12.62%
23.13%
Fund Age
3 yrs 8 mo
6 yrs 7 mo
AUM
₹42.96 Cr
₹2,332.81 Cr
Alpha – 1 Year
−3.43%
9.21%
Alpha – 3 Years
−0.17%
11.63%
Information Ratio – 3 Years
-0.16
0.83
Volatility – 1 Year
16.93%
26.11%
Volatility – 3 Years
15.20%
21.82%
Beta – 1 Year
0.92
1.32
Beta – 3 Years
0.91
1.14
Sharpe Ratio – 1 Year
-0.27
0.33
Sharpe Ratio – 3 Years
0.45
0.83
Worst Rolling Year
11.64%
12.50%
Value at Worst Rolling Year
₹1.12 Cr
₹1.13 Cr
Deepest Drawdown
−20.38%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.01%
23.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 39% · M 39% · S 22%
L 14% · M 33% · S 52%
Number of Stocks
—
33
Portfolio P/E
—
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
—
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%