Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
Quest Investment Managers – Multi
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%
6.28%
6 Months
4.60%
16.32%
1 Year
−5.85%
11.67%
3 Years
5.64%
19.26%
5 Years
—
13.96%
Since Inception
−0.46%
16.00%
Fund Age
4 yrs 7 mo
12 yrs
AUM
₹87.75 Cr
₹725.3 Cr
Alpha – 1 Year
−8.83%
6.95%
Alpha – 3 Years
−6.25%
7.18%
Information Ratio – 3 Years
-0.73
0.87
Volatility – 1 Year
16.46%
21.97%
Volatility – 3 Years
15.18%
19.77%
Beta – 1 Year
0.88
1.15
Beta – 3 Years
0.84
1.13
Sharpe Ratio – 1 Year
-0.62
0.37
Sharpe Ratio – 3 Years
0.08
0.73
Worst Rolling Year
-2.49%
-10.23%
Value at Worst Rolling Year
₹0.98 Cr
₹0.90 Cr
Deepest Drawdown
−20.88%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
87.97%
93.09%
Median Rolling Year
5.97%
18.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 4% · S 79%
L 29% · M 26% · S 42%
Number of Stocks
—
34
Portfolio P/E
—
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
—
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
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%