Portfolio Management Services (PMS)Compare Schemes
Marcellus -MeritorQ - PMS vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Marcellus -MeritorQ - PMS
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.04%
2.21%
6 Months
5.19%
21.04%
1 Year
−0.45%
21.34%
3 Years
11.72%
19.08%
5 Years
—
23.67%
Since Inception
12.62%
—
Fund Age
3 yrs 8 mo
6 yrs 4 mo
AUM
₹42.96 Cr
₹364.08 Cr
Alpha – 1 Year
−3.43%
21.69%
Alpha – 3 Years
−0.17%
10.08%
Information Ratio – 3 Years
-0.16
0.52
Volatility – 1 Year
16.93%
32.28%
Volatility – 3 Years
15.20%
28.08%
Beta – 1 Year
0.92
1.47
Beta – 3 Years
0.91
1.60
Sharpe Ratio – 1 Year
-0.27
0.58
Sharpe Ratio – 3 Years
0.45
0.57
Worst Rolling Year
11.64%
15.61%
Value at Worst Rolling Year
₹1.12 Cr
₹1.16 Cr
Deepest Drawdown
−20.38%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.01%
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 39% · M 39% · S 22%
L 90% · M 10%
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
—
—
Fixed Fee
2.00% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%