Portfolio Management Services (PMS)Compare Schemes
Marcellus -MeritorQ - PMS vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Marcellus -MeritorQ - PMS
SVAN Velocity
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%
3.40%
6 Months
5.19%
21.77%
1 Year
−0.45%
16.05%
3 Years
11.72%
23.24%
5 Years
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Since Inception
12.62%
24.82%
Fund Age
3 yrs 8 mo
3 yrs 1 mo
AUM
₹42.96 Cr
₹415.03 Cr
Alpha – 1 Year
−3.43%
11.33%
Alpha – 3 Years
−0.17%
11.15%
Information Ratio – 3 Years
-0.16
0.72
Volatility – 1 Year
16.93%
25.50%
Volatility – 3 Years
15.20%
24.35%
Beta – 1 Year
0.92
1.34
Beta – 3 Years
0.91
1.27
Sharpe Ratio – 1 Year
-0.27
0.50
Sharpe Ratio – 3 Years
0.45
0.77
Worst Rolling Year
11.64%
23.24%
Value at Worst Rolling Year
₹1.12 Cr
₹1.23 Cr
Deepest Drawdown
−20.38%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.01%
24.73%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 39% · M 39% · S 22%
M 2% · S 95%
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
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Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / – / –