Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
Right Horizons - All Seasons
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.40%
1.32%
6 Months
4.60%
3.83%
1 Year
−5.85%
9.77%
3 Years
5.64%
13.19%
5 Years
—
12.01%
Since Inception
−0.46%
14.38%
Fund Age
4 yrs 7 mo
6 yrs 8 mo
AUM
₹87.75 Cr
₹42.66 Cr
Alpha – 1 Year
−8.83%
3.80%
Alpha – 3 Years
−6.25%
2.30%
Information Ratio – 3 Years
-0.73
0.23
Volatility – 1 Year
16.46%
15.84%
Volatility – 3 Years
15.18%
12.64%
Beta – 1 Year
0.88
1.56
Beta – 3 Years
0.84
1.48
Sharpe Ratio – 1 Year
-0.62
0.32
Sharpe Ratio – 3 Years
0.08
0.70
Worst Rolling Year
-2.49%
9.09%
Value at Worst Rolling Year
₹0.98 Cr
₹1.09 Cr
Deepest Drawdown
−20.88%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
87.97%
100.00%
Median Rolling Year
5.97%
15.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 4% · S 79%
L 37% · M 21% · S 27%
Number of Stocks
—
16
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
—
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%