Portfolio Management Services (PMS)Compare Schemes
Marcellus -MeritorQ - PMS vs Profusion Multi Strategy PMS
Add SchemeGrowth of ₹1 Crore
Marcellus -MeritorQ - PMS
Profusion Multi Strategy PMS
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
0.32%
6 Months
5.19%
4.47%
1 Year
−0.45%
−9.70%
3 Years
11.72%
—
5 Years
—
—
Since Inception
12.62%
13.40%
Fund Age
3 yrs 8 mo
2 yrs 8 mo
AUM
₹42.96 Cr
₹11.72 Cr
Alpha – 1 Year
−3.43%
−4.20%
Alpha – 3 Years
−0.17%
—
Information Ratio – 3 Years
-0.16
—
Volatility – 1 Year
16.93%
9.16%
Volatility – 3 Years
15.20%
—
Beta – 1 Year
0.92
0.51
Beta – 3 Years
0.91
—
Sharpe Ratio – 1 Year
-0.27
-1.67
Sharpe Ratio – 3 Years
0.45
—
Worst Rolling Year
11.64%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−20.38%
−14.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.01%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 39% · M 39% · S 22%
L 17% · M 21% · S 9%
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
Top Sectors
—
Financial Services · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%