Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.40%
5.72%
6 Months
4.60%
23.48%
1 Year
−5.85%
38.68%
3 Years
5.64%
26.01%
5 Years
—
16.58%
Since Inception
−0.46%
18.98%
Fund Age
4 yrs 7 mo
16 yrs 6 mo
AUM
₹87.75 Cr
₹1,885.18 Cr
Alpha – 1 Year
−8.83%
33.96%
Alpha – 3 Years
−6.25%
13.92%
Information Ratio – 3 Years
-0.73
1.27
Volatility – 1 Year
16.46%
28.06%
Volatility – 3 Years
15.18%
20.41%
Beta – 1 Year
0.88
1.39
Beta – 3 Years
0.84
1.06
Sharpe Ratio – 1 Year
-0.62
1.12
Sharpe Ratio – 3 Years
0.08
1.06
Worst Rolling Year
-2.49%
-4.06%
Value at Worst Rolling Year
₹0.98 Cr
₹0.96 Cr
Deepest Drawdown
−20.88%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
87.97%
98.28%
Median Rolling Year
5.97%
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
M 4% · S 79%
L 40% · M 32% · S 24%
Number of Stocks
—
28
Portfolio P/E
—
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
—
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%