Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
Sowilo Multicap Fund
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%
3.12%
6 Months
4.60%
20.18%
1 Year
−5.85%
17.30%
3 Years
5.64%
18.32%
5 Years
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Since Inception
−0.46%
21.17%
Fund Age
4 yrs 7 mo
3 yrs 2 mo
AUM
₹87.75 Cr
₹171.55 Cr
Alpha – 1 Year
−8.83%
12.58%
Alpha – 3 Years
−6.25%
6.23%
Information Ratio – 3 Years
-0.73
0.82
Volatility – 1 Year
16.46%
24.39%
Volatility – 3 Years
15.18%
21.61%
Beta – 1 Year
0.88
1.30
Beta – 3 Years
0.84
1.25
Sharpe Ratio – 1 Year
-0.62
0.55
Sharpe Ratio – 3 Years
0.08
0.70
Worst Rolling Year
-2.49%
18.30%
Value at Worst Rolling Year
₹0.98 Cr
₹1.18 Cr
Deepest Drawdown
−20.88%
−26.88%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
87.97%
100.00%
Median Rolling Year
5.97%
19.41%
5-Year Rolling Windows Positive
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Market-Cap Mix
M 4% · S 79%
L 4% · M 4% · S 88%
Number of Stocks
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82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%