Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
Nippon - Absolute Freedom - ABS
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%
5.68%
6 Months
4.60%
10.98%
1 Year
−5.85%
10.72%
3 Years
5.64%
15.83%
5 Years
—
13.58%
Since Inception
−0.46%
14.48%
Fund Age
4 yrs 7 mo
21 yrs 11 mo
AUM
₹87.75 Cr
₹8.51 Cr
Alpha – 1 Year
−8.83%
6.00%
Alpha – 3 Years
−6.25%
3.74%
Information Ratio – 3 Years
-0.73
0.71
Volatility – 1 Year
16.46%
16.38%
Volatility – 3 Years
15.18%
14.45%
Beta – 1 Year
0.88
0.87
Beta – 3 Years
0.84
0.89
Sharpe Ratio – 1 Year
-0.62
0.33
Sharpe Ratio – 3 Years
0.08
0.72
Worst Rolling Year
-2.49%
-12.28%
Value at Worst Rolling Year
₹0.98 Cr
₹0.88 Cr
Deepest Drawdown
−20.88%
−17.66%
Recovery Period
Not yet recovered
197 days
1-Year Rolling Windows Positive
87.97%
90.88%
Median Rolling Year
5.97%
13.32%
5-Year Rolling Windows Positive
—
98.04%
Market-Cap Mix
M 4% · S 79%
L 23% · M 15% · S 43%
Number of Stocks
—
30
Portfolio P/E
—
39.84
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
—
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
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%