Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
SageOne - Core Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.40%
11.42%
6 Months
4.60%
35.03%
1 Year
−5.85%
37.21%
3 Years
5.64%
27.05%
5 Years
—
21.76%
Since Inception
−0.46%
19.33%
Fund Age
4 yrs 7 mo
6 yrs 10 mo
AUM
₹87.75 Cr
₹2,975 Cr
Alpha – 1 Year
−8.83%
23.77%
Alpha – 3 Years
−6.25%
6.78%
Information Ratio – 3 Years
-0.73
5.24
Volatility – 1 Year
16.46%
18.59%
Volatility – 3 Years
15.18%
19.39%
Beta – 1 Year
0.88
1.23
Beta – 3 Years
0.84
1.12
Sharpe Ratio – 1 Year
-0.62
1.44
Sharpe Ratio – 3 Years
0.08
0.98
Worst Rolling Year
-2.49%
-6.18%
Value at Worst Rolling Year
₹0.98 Cr
₹0.94 Cr
Deepest Drawdown
−20.88%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
87.97%
92.59%
Median Rolling Year
5.97%
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 4% · S 79%
—
Number of Stocks
—
14
Portfolio P/E
—
25.70
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%