Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
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%
0.95%
6 Months
4.60%
11.98%
1 Year
−5.85%
18.12%
3 Years
5.64%
18.24%
5 Years
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—
Since Inception
−0.46%
20.21%
Fund Age
4 yrs 7 mo
4 yrs 8 mo
AUM
₹87.75 Cr
₹424.87 Cr
Alpha – 1 Year
−8.83%
13.40%
Alpha – 3 Years
−6.25%
6.15%
Information Ratio – 3 Years
-0.73
0.85
Volatility – 1 Year
16.46%
22.44%
Volatility – 3 Years
15.18%
19.69%
Beta – 1 Year
0.88
1.22
Beta – 3 Years
0.84
1.10
Sharpe Ratio – 1 Year
-0.62
0.61
Sharpe Ratio – 3 Years
0.08
0.80
Worst Rolling Year
-2.49%
18.24%
Value at Worst Rolling Year
₹0.98 Cr
₹1.18 Cr
Deepest Drawdown
−20.88%
−25.57%
Recovery Period
Not yet recovered
337 days
1-Year Rolling Windows Positive
87.97%
100.00%
Median Rolling Year
5.97%
24.33%
5-Year Rolling Windows Positive
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Market-Cap Mix
M 4% · S 79%
M 1% · S 89%
Number of Stocks
—
30
Portfolio P/E
—
23.45
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%
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
—
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%