Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Marcellus - Rising Giants
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
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%
12.27%
6 Months
4.60%
−1.13%
1 Year
−5.85%
6.59%
3 Years
5.64%
20.44%
5 Years
—
16.17%
Since Inception
−0.46%
13.07%
Fund Age
4 yrs 7 mo
15 yrs 3 mo
AUM
₹87.75 Cr
—
Alpha – 1 Year
−8.83%
6.87%
Alpha – 3 Years
−6.25%
9.23%
Information Ratio – 3 Years
-0.73
1.61
Volatility – 1 Year
16.46%
20.58%
Volatility – 3 Years
15.18%
16.59%
Beta – 1 Year
0.88
1.21
Beta – 3 Years
0.84
1.13
Sharpe Ratio – 1 Year
-0.62
0.15
Sharpe Ratio – 3 Years
0.08
0.90
Worst Rolling Year
-2.49%
13.98%
Value at Worst Rolling Year
₹0.98 Cr
₹1.14 Cr
Deepest Drawdown
−20.88%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
87.97%
100.00%
Median Rolling Year
5.97%
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 4% · S 79%
L 73% · M 20% · S 7%
Number of Stocks
—
23
Portfolio P/E
—
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
—
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1.5% / 1% / 0.5%