Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs PGIM India - Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
PGIM India - Core Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.40%
3.80%
6 Months
4.60%
7.35%
1 Year
−5.85%
9.59%
3 Years
5.64%
7.90%
5 Years
—
12.07%
Since Inception
−0.46%
14.25%
Fund Age
4 yrs 7 mo
13 yrs 1 mo
AUM
₹87.75 Cr
₹106.28 Cr
Alpha – 1 Year
−8.83%
9.94%
Alpha – 3 Years
−6.25%
−1.10%
Information Ratio – 3 Years
-0.73
-0.12
Volatility – 1 Year
16.46%
15.58%
Volatility – 3 Years
15.18%
14.39%
Beta – 1 Year
0.88
0.83
Beta – 3 Years
0.84
0.84
Sharpe Ratio – 1 Year
-0.62
0.33
Sharpe Ratio – 3 Years
0.08
0.24
Worst Rolling Year
-2.49%
-8.02%
Value at Worst Rolling Year
₹0.98 Cr
₹0.92 Cr
Deepest Drawdown
−20.88%
−19.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
87.97%
93.28%
Median Rolling Year
5.97%
11.54%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 4% · S 79%
L 39% · M 40% · S 18%
Number of Stocks
—
25
Portfolio P/E
—
34.00
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%
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
Top Sectors
—
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%