Portfolio Management Services (PMS)Compare Schemes
Marcellus -MeritorQ - PMS vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Marcellus -MeritorQ - PMS
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
7.67%
6 Months
5.19%
27.70%
1 Year
−0.45%
47.52%
3 Years
11.72%
23.98%
5 Years
—
15.87%
Since Inception
12.62%
18.55%
Fund Age
3 yrs 8 mo
16 yrs 2 mo
AUM
₹42.96 Cr
₹1,022.92 Cr
Alpha – 1 Year
−3.43%
42.80%
Alpha – 3 Years
−0.17%
11.89%
Information Ratio – 3 Years
-0.16
1.12
Volatility – 1 Year
16.93%
28.29%
Volatility – 3 Years
15.20%
20.76%
Beta – 1 Year
0.92
1.36
Beta – 3 Years
0.91
1.07
Sharpe Ratio – 1 Year
-0.27
1.33
Sharpe Ratio – 3 Years
0.45
0.99
Worst Rolling Year
11.64%
-4.58%
Value at Worst Rolling Year
₹1.12 Cr
₹0.95 Cr
Deepest Drawdown
−20.38%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
15.01%
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 39% · M 39% · S 22%
L 22% · M 32% · S 42%
Number of Stocks
—
26
Portfolio P/E
—
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
—
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%