Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs Neo Yield Enhancer
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
Neo Yield Enhancer
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.40%
0.79%
6 Months
4.60%
4.98%
1 Year
−5.85%
10.56%
3 Years
5.64%
—
5 Years
—
—
Since Inception
−0.46%
11.26%
Fund Age
4 yrs 7 mo
2 yrs 8 mo
AUM
₹87.75 Cr
₹1,889.65 Cr
Alpha – 1 Year
−8.83%
9.31%
Alpha – 3 Years
−6.25%
—
Information Ratio – 3 Years
-0.73
—
Volatility – 1 Year
16.46%
0.27%
Volatility – 3 Years
15.18%
—
Beta – 1 Year
0.88
0.04
Beta – 3 Years
0.84
—
Sharpe Ratio – 1 Year
-0.62
17.75
Sharpe Ratio – 3 Years
0.08
—
Worst Rolling Year
-2.49%
—
Value at Worst Rolling Year
₹0.98 Cr
—
Deepest Drawdown
−20.88%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
87.97%
—
Median Rolling Year
5.97%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 4% · S 79%
—
Number of Stocks
—
54
Portfolio P/E
—
—
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%
HSBC Overnight Fund - Direct (G) · 12.29%
KRAZYBEE SERVICES LIMITED 10.45 NCD 16MR27 FVRS1LAC · 8.99%
Cash & Cash Equivalent · 6.42%
9.75% Oxyzo Financial Services Pvt Limited 19-MAR-2027 · 5.98%
PROFECTUS CAPITAL PRIVATE LIMITED RR NCD 30SP27 FVRS1LAC · 5.81%
Top Sectors
—
Others · 60.34%
Financial Services · 7.63%
Government · 0.64%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%