Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs QED Capital - Core Equity
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
QED Capital - Core Equity
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%
2.59%
6 Months
4.60%
−7.48%
1 Year
−5.85%
2.63%
3 Years
5.64%
—
5 Years
—
—
Since Inception
−0.46%
2.29%
Fund Age
4 yrs 7 mo
16 mo
AUM
₹87.75 Cr
₹10.89 Cr
Alpha – 1 Year
−8.83%
−2.09%
Alpha – 3 Years
−6.25%
—
Information Ratio – 3 Years
-0.73
—
Volatility – 1 Year
16.46%
13.82%
Volatility – 3 Years
15.18%
—
Beta – 1 Year
0.88
0.65
Beta – 3 Years
0.84
—
Sharpe Ratio – 1 Year
-0.62
-0.12
Sharpe Ratio – 3 Years
0.08
—
Worst Rolling Year
-2.49%
—
Value at Worst Rolling Year
₹0.98 Cr
—
Deepest Drawdown
−20.88%
−13.29%
Recovery Period
Not yet recovered
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%
L 47% · M 38%
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%
Motilal Oswal Nifty Midcap150 Momentum 50 ETF · 4.69%
Zerodha Nifty 1D Rate Liquid ETF · 3.67%
Mahindra & Mahindra Financial Services Ltd · 3.59%
Federal Bank Ltd · 3.57%
Eicher Motors Ltd · 3.33%
Top Sectors
—
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%