Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
NJ - Bluechip
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%
−1.21%
6 Months
4.60%
5.09%
1 Year
−5.85%
0.26%
3 Years
5.64%
9.53%
5 Years
—
5.40%
Since Inception
−0.46%
12.09%
Fund Age
4 yrs 7 mo
8 yrs 5 mo
AUM
₹87.75 Cr
₹1,644.09 Cr
Alpha – 1 Year
−8.83%
0.61%
Alpha – 3 Years
−6.25%
0.54%
Information Ratio – 3 Years
-0.73
0.06
Volatility – 1 Year
16.46%
17.94%
Volatility – 3 Years
15.18%
17.25%
Beta – 1 Year
0.88
1.03
Beta – 3 Years
0.84
1.11
Sharpe Ratio – 1 Year
-0.62
-0.20
Sharpe Ratio – 3 Years
0.08
0.31
Worst Rolling Year
-2.49%
2.29%
Value at Worst Rolling Year
₹0.98 Cr
₹1.02 Cr
Deepest Drawdown
−20.88%
−21.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
87.97%
100.00%
Median Rolling Year
5.97%
16.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 4% · S 79%
L 49% · M 36% · S 14%
Number of Stocks
—
20
Portfolio P/E
—
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
—
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
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%