Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
Stallion Asset - Core Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.40%
3.93%
6 Months
4.60%
25.32%
1 Year
−5.85%
18.21%
3 Years
5.64%
32.70%
5 Years
—
23.63%
Since Inception
−0.46%
28.38%
Fund Age
4 yrs 7 mo
7 yrs 10 mo
AUM
₹87.75 Cr
₹8,686.39 Cr
Alpha – 1 Year
−8.83%
13.49%
Alpha – 3 Years
−6.25%
20.61%
Information Ratio – 3 Years
-0.73
1.92
Volatility – 1 Year
16.46%
22.97%
Volatility – 3 Years
15.18%
19.40%
Beta – 1 Year
0.88
1.12
Beta – 3 Years
0.84
0.98
Sharpe Ratio – 1 Year
-0.62
0.61
Sharpe Ratio – 3 Years
0.08
1.30
Worst Rolling Year
-2.49%
17.00%
Value at Worst Rolling Year
₹0.98 Cr
₹1.17 Cr
Deepest Drawdown
−20.88%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
87.97%
100.00%
Median Rolling Year
5.97%
30.47%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 4% · S 79%
L 37% · M 30% · S 25%
Number of Stocks
—
43
Portfolio P/E
—
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
—
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%