Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
Piper Serica Advisors - Leader Portfolio
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%
3.10%
6 Months
4.60%
24.70%
1 Year
−5.85%
21.80%
3 Years
5.64%
16.46%
5 Years
—
12.29%
Since Inception
−0.46%
17.31%
Fund Age
4 yrs 7 mo
7 yrs 2 mo
AUM
₹87.75 Cr
₹328.39 Cr
Alpha – 1 Year
−8.83%
22.15%
Alpha – 3 Years
−6.25%
7.46%
Information Ratio – 3 Years
-0.73
1.55
Volatility – 1 Year
16.46%
22.56%
Volatility – 3 Years
15.18%
18.01%
Beta – 1 Year
0.88
1.10
Beta – 3 Years
0.84
0.98
Sharpe Ratio – 1 Year
-0.62
0.85
Sharpe Ratio – 3 Years
0.08
1.07
Worst Rolling Year
-2.49%
7.49%
Value at Worst Rolling Year
₹0.98 Cr
₹1.07 Cr
Deepest Drawdown
−20.88%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
87.97%
100.00%
Median Rolling Year
5.97%
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 4% · S 79%
—
Number of Stocks
—
16
Portfolio P/E
—
—
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 1%