Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs MRG Capital - Wealth Enhancer
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
MRG Capital - Wealth Enhancer
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.40%
0.31%
6 Months
4.60%
−0.02%
1 Year
−5.85%
9.16%
3 Years
5.64%
15.25%
5 Years
—
10.25%
Since Inception
−0.46%
11.62%
Fund Age
4 yrs 7 mo
7 yrs 3 mo
AUM
₹87.75 Cr
₹55.42 Cr
Alpha – 1 Year
−8.83%
9.51%
Alpha – 3 Years
−6.25%
6.25%
Information Ratio – 3 Years
-0.73
0.85
Volatility – 1 Year
16.46%
16.48%
Volatility – 3 Years
15.18%
14.29%
Beta – 1 Year
0.88
0.90
Beta – 3 Years
0.84
0.91
Sharpe Ratio – 1 Year
-0.62
0.29
Sharpe Ratio – 3 Years
0.08
0.70
Worst Rolling Year
-2.49%
4.67%
Value at Worst Rolling Year
₹0.98 Cr
₹1.05 Cr
Deepest Drawdown
−20.88%
−15.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
87.97%
100.00%
Median Rolling Year
5.97%
13.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 4% · S 79%
L 43% · M 13% · S 23%
Number of Stocks
—
89
Portfolio P/E
—
32.47
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%
Mahindra & Mahindra Ltd · 11.76%
ICICI Pru Silver ETF · 9.36%
Reliance Industries Ltd · 5.46%
Cash & Cash Equivalent · 4.95%
Nippon India ETF Gold BeES · 3.01%
Top Sectors
—
Others · 14.59%
Automobile and Auto Components · 13.45%
Fast Moving Consumer Goods · 10.94%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%