Portfolio Management Services (PMS)Compare Schemes
Marcellus -MeritorQ - PMS vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Marcellus -MeritorQ - PMS
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
5.19%
19.55%
1 Year
−0.45%
11.69%
3 Years
11.72%
15.46%
5 Years
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Since Inception
12.62%
23.05%
Fund Age
3 yrs 8 mo
3 yrs 4 mo
AUM
₹42.96 Cr
₹95.08 Cr
Alpha – 1 Year
−3.43%
8.71%
Alpha – 3 Years
−0.17%
3.58%
Information Ratio – 3 Years
-0.16
0.52
Volatility – 1 Year
16.93%
27.25%
Volatility – 3 Years
15.20%
23.29%
Beta – 1 Year
0.92
1.44
Beta – 3 Years
0.91
1.22
Sharpe Ratio – 1 Year
-0.27
0.33
Sharpe Ratio – 3 Years
0.45
0.66
Worst Rolling Year
11.64%
15.47%
Value at Worst Rolling Year
₹1.12 Cr
₹1.15 Cr
Deepest Drawdown
−20.38%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.01%
17.67%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 39% · M 39% · S 22%
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Number of Stocks
—
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Portfolio P/E
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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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
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Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%