Portfolio Management Services (PMS)Compare Schemes
Marcellus -MeritorQ - PMS vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Marcellus -MeritorQ - PMS
Right Horizons - Alliance
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%
1.80%
6 Months
5.19%
2.80%
1 Year
−0.45%
4.89%
3 Years
11.72%
12.23%
5 Years
—
10.64%
Since Inception
12.62%
8.93%
Fund Age
3 yrs 8 mo
12 yrs
AUM
₹42.96 Cr
₹134.76 Cr
Alpha – 1 Year
−3.43%
−1.08%
Alpha – 3 Years
−0.17%
1.34%
Information Ratio – 3 Years
-0.16
0.07
Volatility – 1 Year
16.93%
10.79%
Volatility – 3 Years
15.20%
9.62%
Beta – 1 Year
0.92
1.04
Beta – 3 Years
0.91
1.10
Sharpe Ratio – 1 Year
-0.27
-0.01
Sharpe Ratio – 3 Years
0.45
0.69
Worst Rolling Year
11.64%
0.05%
Value at Worst Rolling Year
₹1.12 Cr
₹1.00 Cr
Deepest Drawdown
−20.38%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
15.01%
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 39% · M 39% · S 22%
L 50% · M 11% · S 8%
Number of Stocks
—
33
Portfolio P/E
—
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
—
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –