Portfolio Management Services (PMS)Compare Schemes
Marcellus -MeritorQ - PMS vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Marcellus -MeritorQ - PMS
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
1.32%
6 Months
5.19%
3.83%
1 Year
−0.45%
9.77%
3 Years
11.72%
13.19%
5 Years
—
12.01%
Since Inception
12.62%
14.38%
Fund Age
3 yrs 8 mo
6 yrs 8 mo
AUM
₹42.96 Cr
₹42.66 Cr
Alpha – 1 Year
−3.43%
3.80%
Alpha – 3 Years
−0.17%
2.30%
Information Ratio – 3 Years
-0.16
0.23
Volatility – 1 Year
16.93%
15.84%
Volatility – 3 Years
15.20%
12.64%
Beta – 1 Year
0.92
1.56
Beta – 3 Years
0.91
1.48
Sharpe Ratio – 1 Year
-0.27
0.32
Sharpe Ratio – 3 Years
0.45
0.70
Worst Rolling Year
11.64%
9.09%
Value at Worst Rolling Year
₹1.12 Cr
₹1.09 Cr
Deepest Drawdown
−20.38%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.01%
15.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 39% · M 39% · S 22%
L 37% · M 21% · S 27%
Number of Stocks
—
16
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
—
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%