Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
4.60%
31.10%
1 Year
−5.85%
52.47%
3 Years
5.64%
17.74%
5 Years
—
16.38%
Since Inception
−0.46%
15.58%
Fund Age
4 yrs 7 mo
16 yrs 9 mo
AUM
₹87.75 Cr
₹132.42 Cr
Alpha – 1 Year
−8.83%
47.75%
Alpha – 3 Years
−6.25%
5.65%
Information Ratio – 3 Years
-0.73
0.46
Volatility – 1 Year
16.46%
26.74%
Volatility – 3 Years
15.18%
21.32%
Beta – 1 Year
0.88
1.30
Beta – 3 Years
0.84
0.97
Sharpe Ratio – 1 Year
-0.62
1.52
Sharpe Ratio – 3 Years
0.08
0.68
Worst Rolling Year
-2.49%
-15.93%
Value at Worst Rolling Year
₹0.98 Cr
₹0.84 Cr
Deepest Drawdown
−20.88%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
87.97%
89.14%
Median Rolling Year
5.97%
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
M 4% · S 79%
M 9% · S 83%
Number of Stocks
—
26
Portfolio P/E
—
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%