Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs MoneyGrow Asset-Large Midcap
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
MoneyGrow Asset-Large Midcap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.40%
1.12%
6 Months
4.60%
9.15%
1 Year
−5.85%
11.50%
3 Years
5.64%
15.21%
5 Years
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Since Inception
−0.46%
17.99%
Fund Age
4 yrs 7 mo
3 yrs 4 mo
AUM
₹87.75 Cr
₹113.51 Cr
Alpha – 1 Year
−8.83%
11.85%
Alpha – 3 Years
−6.25%
6.21%
Information Ratio – 3 Years
-0.73
0.97
Volatility – 1 Year
16.46%
21.57%
Volatility – 3 Years
15.18%
16.25%
Beta – 1 Year
0.88
1.26
Beta – 3 Years
0.84
1.09
Sharpe Ratio – 1 Year
-0.62
0.37
Sharpe Ratio – 3 Years
0.08
0.63
Worst Rolling Year
-2.49%
14.24%
Value at Worst Rolling Year
₹0.98 Cr
₹1.14 Cr
Deepest Drawdown
−20.88%
−19.23%
Recovery Period
Not yet recovered
79 days
1-Year Rolling Windows Positive
87.97%
100.00%
Median Rolling Year
5.97%
15.47%
5-Year Rolling Windows Positive
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Market-Cap Mix
M 4% · S 79%
L 33% · M 28% · S 38%
Number of Stocks
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Portfolio P/E
—
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Top 5 Holdings
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
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Top Sectors
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%