Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
Quest Investment Managers – Flagship
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%
6.42%
6 Months
4.60%
15.63%
1 Year
−5.85%
0.27%
3 Years
5.64%
12.69%
5 Years
—
8.81%
Since Inception
−0.46%
15.48%
Fund Age
4 yrs 7 mo
18 yrs 10 mo
AUM
₹87.75 Cr
₹406.27 Cr
Alpha – 1 Year
−8.83%
−4.45%
Alpha – 3 Years
−6.25%
0.61%
Information Ratio – 3 Years
-0.73
0.21
Volatility – 1 Year
16.46%
22.89%
Volatility – 3 Years
15.18%
19.09%
Beta – 1 Year
0.88
1.13
Beta – 3 Years
0.84
1.05
Sharpe Ratio – 1 Year
-0.62
-0.11
Sharpe Ratio – 3 Years
0.08
0.45
Worst Rolling Year
-2.49%
-10.83%
Value at Worst Rolling Year
₹0.98 Cr
₹0.89 Cr
Deepest Drawdown
−20.88%
−31.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
87.97%
91.19%
Median Rolling Year
5.97%
17.32%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 4% · S 79%
L 28% · M 26% · S 45%
Number of Stocks
—
29
Portfolio P/E
—
38.78
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%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
—
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%