Portfolio Management Services (PMS)Compare Schemes
Marcellus -MeritorQ - PMS vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Marcellus -MeritorQ - PMS
Right Horizons - Perennial
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
−0.19%
6 Months
5.19%
11.46%
1 Year
−0.45%
8.21%
3 Years
11.72%
12.09%
5 Years
—
11.81%
Since Inception
12.62%
13.34%
Fund Age
3 yrs 8 mo
5 yrs 3 mo
AUM
₹42.96 Cr
₹34.29 Cr
Alpha – 1 Year
−3.43%
5.23%
Alpha – 3 Years
−0.17%
0.21%
Information Ratio – 3 Years
-0.16
0.17
Volatility – 1 Year
16.93%
24.84%
Volatility – 3 Years
15.20%
21.42%
Beta – 1 Year
0.92
1.25
Beta – 3 Years
0.91
1.08
Sharpe Ratio – 1 Year
-0.27
0.21
Sharpe Ratio – 3 Years
0.45
0.49
Worst Rolling Year
11.64%
7.11%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−20.38%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.01%
18.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 39% · M 39% · S 22%
L 5% · M 7% · S 69%
Number of Stocks
—
37
Portfolio P/E
—
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
—
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 0% / 0%