Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.40%
4.17%
6 Months
4.60%
19.62%
1 Year
−5.85%
12.19%
3 Years
5.64%
23.51%
5 Years
—
13.96%
Since Inception
−0.46%
23.13%
Fund Age
4 yrs 7 mo
6 yrs 7 mo
AUM
₹87.75 Cr
₹2,332.81 Cr
Alpha – 1 Year
−8.83%
9.21%
Alpha – 3 Years
−6.25%
11.63%
Information Ratio – 3 Years
-0.73
0.83
Volatility – 1 Year
16.46%
26.11%
Volatility – 3 Years
15.18%
21.82%
Beta – 1 Year
0.88
1.32
Beta – 3 Years
0.84
1.14
Sharpe Ratio – 1 Year
-0.62
0.33
Sharpe Ratio – 3 Years
0.08
0.83
Worst Rolling Year
-2.49%
12.50%
Value at Worst Rolling Year
₹0.98 Cr
₹1.13 Cr
Deepest Drawdown
−20.88%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
87.97%
100.00%
Median Rolling Year
5.97%
23.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 4% · S 79%
L 14% · M 33% · S 52%
Number of Stocks
—
33
Portfolio P/E
—
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
—
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%