Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs ProfitGate Classic Compounders Equity Strategy
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
ProfitGate Classic Compounders Equity Strategy
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%
6.18%
6 Months
4.60%
11.87%
1 Year
−5.85%
10.80%
3 Years
5.64%
—
5 Years
—
—
Since Inception
−0.46%
15.20%
Fund Age
4 yrs 7 mo
3 yrs
AUM
₹87.75 Cr
₹683.44 Cr
Alpha – 1 Year
−8.83%
6.08%
Alpha – 3 Years
−6.25%
—
Information Ratio – 3 Years
-0.73
—
Volatility – 1 Year
16.46%
21.88%
Volatility – 3 Years
15.18%
—
Beta – 1 Year
0.88
1.09
Beta – 3 Years
0.84
—
Sharpe Ratio – 1 Year
-0.62
0.33
Sharpe Ratio – 3 Years
0.08
—
Worst Rolling Year
-2.49%
—
Value at Worst Rolling Year
₹0.98 Cr
—
Deepest Drawdown
−20.88%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
87.97%
—
Median Rolling Year
5.97%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 4% · S 79%
—
Number of Stocks
—
—
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%
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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%
3% / 2% / 1%