Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs Motilal Oswal - NTDOP
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
Motilal Oswal - NTDOP
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%
3.69%
6 Months
4.60%
8.66%
1 Year
−5.85%
4.44%
3 Years
5.64%
14.48%
5 Years
—
8.94%
Since Inception
−0.46%
14.23%
Fund Age
4 yrs 7 mo
18 yrs 11 mo
AUM
₹87.75 Cr
₹4,562.38 Cr
Alpha – 1 Year
−8.83%
1.46%
Alpha – 3 Years
−6.25%
2.60%
Information Ratio – 3 Years
-0.73
0.08
Volatility – 1 Year
16.46%
20.33%
Volatility – 3 Years
15.18%
19.22%
Beta – 1 Year
0.88
1.12
Beta – 3 Years
0.84
1.12
Sharpe Ratio – 1 Year
-0.62
0.00
Sharpe Ratio – 3 Years
0.08
0.51
Worst Rolling Year
-2.49%
-6.78%
Value at Worst Rolling Year
₹0.98 Cr
₹0.93 Cr
Deepest Drawdown
−20.88%
−26.97%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
87.97%
96.01%
Median Rolling Year
5.97%
15.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 4% · S 79%
L 16% · M 42% · S 38%
Number of Stocks
—
33
Portfolio P/E
—
40.71
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%
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
Top Sectors
—
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
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%