Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
Roha Asset Managers - Emerging Champion
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.40%
0.18%
6 Months
4.60%
10.94%
1 Year
−5.85%
1.03%
3 Years
5.64%
11.45%
5 Years
—
15.19%
Since Inception
−0.46%
27.03%
Fund Age
4 yrs 7 mo
5 yrs 11 mo
AUM
₹87.75 Cr
₹298.71 Cr
Alpha – 1 Year
−8.83%
−3.69%
Alpha – 3 Years
−6.25%
−0.64%
Information Ratio – 3 Years
-0.73
-0.04
Volatility – 1 Year
16.46%
27.68%
Volatility – 3 Years
15.18%
23.40%
Beta – 1 Year
0.88
1.45
Beta – 3 Years
0.84
1.22
Sharpe Ratio – 1 Year
-0.62
-0.03
Sharpe Ratio – 3 Years
0.08
0.35
Worst Rolling Year
-2.49%
—
Value at Worst Rolling Year
₹0.98 Cr
—
Deepest Drawdown
−20.88%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
87.97%
—
Median Rolling Year
5.97%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 4% · S 79%
L 2% · M 2% · S 86%
Number of Stocks
—
36
Portfolio P/E
—
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
—
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
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%