Portfolio Management Services (PMS)Compare Schemes
Marcellus -MeritorQ - PMS vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Marcellus -MeritorQ - PMS
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
5.19%
13.10%
1 Year
−0.45%
18.11%
3 Years
11.72%
14.56%
5 Years
—
8.71%
Since Inception
12.62%
13.67%
Fund Age
3 yrs 8 mo
11 yrs 2 mo
AUM
₹42.96 Cr
₹138.06 Cr
Alpha – 1 Year
−3.43%
18.46%
Alpha – 3 Years
−0.17%
5.57%
Information Ratio – 3 Years
-0.16
0.62
Volatility – 1 Year
16.93%
22.83%
Volatility – 3 Years
15.20%
16.72%
Beta – 1 Year
0.92
1.29
Beta – 3 Years
0.91
1.00
Sharpe Ratio – 1 Year
-0.27
0.61
Sharpe Ratio – 3 Years
0.45
0.55
Worst Rolling Year
11.64%
-8.44%
Value at Worst Rolling Year
₹1.12 Cr
₹0.92 Cr
Deepest Drawdown
−20.38%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
15.01%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 39% · M 39% · S 22%
L 38% · M 14% · S 45%
Number of Stocks
—
18
Portfolio P/E
—
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%