Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs NJ - Multicap
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
NJ - Multicap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.40%
2.92%
6 Months
4.60%
8.20%
1 Year
−5.85%
15.48%
3 Years
5.64%
18.05%
5 Years
—
15.54%
Since Inception
−0.46%
14.61%
Fund Age
4 yrs 7 mo
10 yrs 4 mo
AUM
₹87.75 Cr
₹747.6 Cr
Alpha – 1 Year
−8.83%
15.83%
Alpha – 3 Years
−6.25%
9.06%
Information Ratio – 3 Years
-0.73
0.72
Volatility – 1 Year
16.46%
18.67%
Volatility – 3 Years
15.18%
21.45%
Beta – 1 Year
0.88
1.12
Beta – 3 Years
0.84
1.31
Sharpe Ratio – 1 Year
-0.62
0.58
Sharpe Ratio – 3 Years
0.08
0.64
Worst Rolling Year
-2.49%
-13.89%
Value at Worst Rolling Year
₹0.98 Cr
₹0.86 Cr
Deepest Drawdown
−20.88%
−30.97%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
87.97%
77.45%
Median Rolling Year
5.97%
21.11%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 4% · S 79%
L 35% · M 50% · S 14%
Number of Stocks
—
25
Portfolio P/E
—
31.22
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%
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
Top Sectors
—
Financial Services · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
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%