Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
Motilal Oswal - Value Migration
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.40%
0.78%
6 Months
4.60%
11.75%
1 Year
−5.85%
−2.37%
3 Years
5.64%
17.81%
5 Years
—
14.66%
Since Inception
−0.46%
18.91%
Fund Age
4 yrs 7 mo
23 yrs 5 mo
AUM
₹87.75 Cr
₹3,220.2 Cr
Alpha – 1 Year
−8.83%
−5.35%
Alpha – 3 Years
−6.25%
5.93%
Information Ratio – 3 Years
-0.73
0.54
Volatility – 1 Year
16.46%
21.49%
Volatility – 3 Years
15.18%
20.84%
Beta – 1 Year
0.88
1.07
Beta – 3 Years
0.84
1.13
Sharpe Ratio – 1 Year
-0.62
-0.27
Sharpe Ratio – 3 Years
0.08
0.64
Worst Rolling Year
-2.49%
-7.44%
Value at Worst Rolling Year
₹0.98 Cr
₹0.93 Cr
Deepest Drawdown
−20.88%
−27.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
87.97%
94.32%
Median Rolling Year
5.97%
14.52%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
M 4% · S 79%
L 28% · M 48% · S 19%
Number of Stocks
—
27
Portfolio P/E
—
57.85
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%
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
—
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%