Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.40%
−0.04%
6 Months
4.60%
0.28%
1 Year
−5.85%
2.14%
3 Years
5.64%
10.02%
5 Years
—
13.15%
Since Inception
−0.46%
11.46%
Fund Age
4 yrs 7 mo
8 yrs 7 mo
AUM
₹87.75 Cr
₹585.94 Cr
Alpha – 1 Year
−8.83%
2.49%
Alpha – 3 Years
−6.25%
1.02%
Information Ratio – 3 Years
-0.73
0.18
Volatility – 1 Year
16.46%
16.38%
Volatility – 3 Years
15.18%
14.42%
Beta – 1 Year
0.88
1.00
Beta – 3 Years
0.84
0.96
Sharpe Ratio – 1 Year
-0.62
-0.13
Sharpe Ratio – 3 Years
0.08
0.38
Worst Rolling Year
-2.49%
3.37%
Value at Worst Rolling Year
₹0.98 Cr
₹1.03 Cr
Deepest Drawdown
−20.88%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
87.97%
100.00%
Median Rolling Year
5.97%
18.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 4% · S 79%
L 65% · M 26% · S 8%
Number of Stocks
—
31
Portfolio P/E
—
22.71
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 · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
—
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
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%