Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
SMC Global - Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.40%
5.80%
6 Months
4.60%
20.03%
1 Year
−5.85%
17.27%
3 Years
5.64%
12.81%
5 Years
—
11.98%
Since Inception
−0.46%
14.70%
Fund Age
4 yrs 7 mo
6 yrs 10 mo
AUM
₹87.75 Cr
₹201.68 Cr
Alpha – 1 Year
−8.83%
12.55%
Alpha – 3 Years
−6.25%
0.73%
Information Ratio – 3 Years
-0.73
0.15
Volatility – 1 Year
16.46%
22.73%
Volatility – 3 Years
15.18%
20.11%
Beta – 1 Year
0.88
1.17
Beta – 3 Years
0.84
1.13
Sharpe Ratio – 1 Year
-0.62
0.58
Sharpe Ratio – 3 Years
0.08
0.44
Worst Rolling Year
-2.49%
7.98%
Value at Worst Rolling Year
₹0.98 Cr
₹1.08 Cr
Deepest Drawdown
−20.88%
−25.65%
Recovery Period
Not yet recovered
520 days
1-Year Rolling Windows Positive
87.97%
100.00%
Median Rolling Year
5.97%
16.09%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 4% · S 79%
L 38% · M 4% · S 49%
Number of Stocks
—
24
Portfolio P/E
—
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
—
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
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%