Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
Nippon - Emerging India - EIP
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%
2.63%
6 Months
4.60%
13.11%
1 Year
−5.85%
15.44%
3 Years
5.64%
15.82%
5 Years
—
15.29%
Since Inception
−0.46%
15.37%
Fund Age
4 yrs 7 mo
9 yrs 4 mo
AUM
₹87.75 Cr
₹32.48 Cr
Alpha – 1 Year
−8.83%
10.72%
Alpha – 3 Years
−6.25%
3.73%
Information Ratio – 3 Years
-0.73
0.69
Volatility – 1 Year
16.46%
17.99%
Volatility – 3 Years
15.18%
17.45%
Beta – 1 Year
0.88
0.99
Beta – 3 Years
0.84
1.02
Sharpe Ratio – 1 Year
-0.62
0.59
Sharpe Ratio – 3 Years
0.08
0.71
Worst Rolling Year
-2.49%
-6.27%
Value at Worst Rolling Year
₹0.98 Cr
₹0.94 Cr
Deepest Drawdown
−20.88%
−21.15%
Recovery Period
Not yet recovered
474 days
1-Year Rolling Windows Positive
87.97%
92.43%
Median Rolling Year
5.97%
21.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 4% · S 79%
L 8% · M 22% · S 44%
Number of Stocks
—
30
Portfolio P/E
—
30.67
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 · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
—
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%