Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs PGIM India - Phoenix Portfolio
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
PGIM India - Phoenix Portfolio
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%
3.66%
6 Months
4.60%
18.51%
1 Year
−5.85%
2.32%
3 Years
5.64%
8.56%
5 Years
—
13.23%
Since Inception
−0.46%
12.52%
Fund Age
4 yrs 7 mo
10 yrs
AUM
₹87.75 Cr
₹60.22 Cr
Alpha – 1 Year
−8.83%
2.67%
Alpha – 3 Years
−6.25%
−0.44%
Information Ratio – 3 Years
-0.73
-0.03
Volatility – 1 Year
16.46%
27.56%
Volatility – 3 Years
15.18%
21.93%
Beta – 1 Year
0.88
1.33
Beta – 3 Years
0.84
1.17
Sharpe Ratio – 1 Year
-0.62
0.01
Sharpe Ratio – 3 Years
0.08
0.24
Worst Rolling Year
-2.49%
-13.90%
Value at Worst Rolling Year
₹0.98 Cr
₹0.86 Cr
Deepest Drawdown
−20.88%
−31.68%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
87.97%
85.20%
Median Rolling Year
5.97%
15.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 4% · S 79%
M 3% · S 93%
Number of Stocks
—
26
Portfolio P/E
—
25.30
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%
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
Top Sectors
—
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
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%