Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.40%
2.20%
6 Months
4.60%
6.00%
1 Year
−5.85%
4.90%
3 Years
5.64%
18.50%
5 Years
—
—
Since Inception
−0.46%
16.60%
Fund Age
4 yrs 7 mo
3 yrs
AUM
₹87.75 Cr
₹209.72 Cr
Alpha – 1 Year
−8.83%
0.20%
Alpha – 3 Years
−6.25%
6.40%
Information Ratio – 3 Years
-0.73
1.16
Volatility – 1 Year
16.46%
19.79%
Volatility – 3 Years
15.18%
17.07%
Beta – 1 Year
0.88
1.06
Beta – 3 Years
0.84
1.05
Sharpe Ratio – 1 Year
-0.62
0.07
Sharpe Ratio – 3 Years
0.08
0.81
Worst Rolling Year
-2.49%
18.52%
Value at Worst Rolling Year
₹0.98 Cr
₹1.19 Cr
Deepest Drawdown
−20.88%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
87.97%
100.00%
Median Rolling Year
5.97%
18.77%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
M 4% · S 79%
L 67% · M 33%
Number of Stocks
—
24
Portfolio P/E
—
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
—
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%