Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
Purnartha Pratham Strategy
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%
5.49%
6 Months
4.60%
9.46%
1 Year
−5.85%
17.52%
3 Years
5.64%
14.28%
5 Years
—
9.02%
Since Inception
−0.46%
12.49%
Fund Age
4 yrs 7 mo
5 yrs 11 mo
AUM
₹87.75 Cr
₹1,633.45 Cr
Alpha – 1 Year
−8.83%
12.80%
Alpha – 3 Years
−6.25%
2.19%
Information Ratio – 3 Years
-0.73
0.28
Volatility – 1 Year
16.46%
23.87%
Volatility – 3 Years
15.18%
18.97%
Beta – 1 Year
0.88
1.12
Beta – 3 Years
0.84
1.06
Sharpe Ratio – 1 Year
-0.62
0.57
Sharpe Ratio – 3 Years
0.08
0.55
Worst Rolling Year
-2.49%
7.21%
Value at Worst Rolling Year
₹0.98 Cr
₹1.07 Cr
Deepest Drawdown
−20.88%
−20.29%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
87.97%
100.00%
Median Rolling Year
5.97%
13.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 4% · S 79%
L 14% · M 11% · S 40%
Number of Stocks
—
—
Portfolio P/E
—
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%