Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.40%
10.15%
6 Months
4.60%
31.39%
1 Year
−5.85%
26.01%
3 Years
5.64%
19.28%
5 Years
—
23.67%
Since Inception
−0.46%
28.23%
Fund Age
4 yrs 7 mo
5 yrs 4 mo
AUM
₹87.75 Cr
₹483.07 Cr
Alpha – 1 Year
−8.83%
21.29%
Alpha – 3 Years
−6.25%
7.19%
Information Ratio – 3 Years
-0.73
0.38
Volatility – 1 Year
16.46%
27.77%
Volatility – 3 Years
15.18%
26.19%
Beta – 1 Year
0.88
1.29
Beta – 3 Years
0.84
1.20
Sharpe Ratio – 1 Year
-0.62
0.78
Sharpe Ratio – 3 Years
0.08
0.61
Worst Rolling Year
-2.49%
19.29%
Value at Worst Rolling Year
₹0.98 Cr
₹1.19 Cr
Deepest Drawdown
−20.88%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
87.97%
100.00%
Median Rolling Year
5.97%
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 4% · S 79%
L 12% · M 6% · S 81%
Number of Stocks
—
63
Portfolio P/E
—
62.66
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
—
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%