Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.40%
1.47%
6 Months
4.60%
5.42%
1 Year
−5.85%
9.64%
3 Years
5.64%
10.36%
5 Years
—
7.75%
Since Inception
−0.46%
11.08%
Fund Age
4 yrs 7 mo
9 yrs 11 mo
AUM
₹87.75 Cr
₹66.05 Cr
Alpha – 1 Year
−8.83%
9.99%
Alpha – 3 Years
−6.25%
1.36%
Information Ratio – 3 Years
-0.73
0.51
Volatility – 1 Year
16.46%
17.05%
Volatility – 3 Years
15.18%
14.23%
Beta – 1 Year
0.88
1.05
Beta – 3 Years
0.84
1.00
Sharpe Ratio – 1 Year
-0.62
0.31
Sharpe Ratio – 3 Years
0.08
0.40
Worst Rolling Year
-2.49%
0.57%
Value at Worst Rolling Year
₹0.98 Cr
₹1.01 Cr
Deepest Drawdown
−20.88%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
87.97%
99.96%
Median Rolling Year
5.97%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 4% · S 79%
L 84% · M 12%
Number of Stocks
—
23
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
—
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—