Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
Renaissance - Indianext Portfolio
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%
2.69%
6 Months
4.60%
5.24%
1 Year
−5.85%
2.85%
3 Years
5.64%
13.52%
5 Years
—
17.79%
Since Inception
−0.46%
13.89%
Fund Age
4 yrs 7 mo
8 yrs 4 mo
AUM
₹87.75 Cr
₹921.15 Cr
Alpha – 1 Year
−8.83%
−1.87%
Alpha – 3 Years
−6.25%
1.43%
Information Ratio – 3 Years
-0.73
0.23
Volatility – 1 Year
16.46%
18.02%
Volatility – 3 Years
15.18%
16.70%
Beta – 1 Year
0.88
0.99
Beta – 3 Years
0.84
0.99
Sharpe Ratio – 1 Year
-0.62
-0.03
Sharpe Ratio – 3 Years
0.08
0.54
Worst Rolling Year
-2.49%
-0.29%
Value at Worst Rolling Year
₹0.98 Cr
₹1.00 Cr
Deepest Drawdown
−20.88%
−22.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
87.97%
99.64%
Median Rolling Year
5.97%
23.46%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 4% · S 79%
L 34% · M 28% · S 35%
Number of Stocks
—
35
Portfolio P/E
—
24.73
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%
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
—
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 1% / 0%