Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
4.60%
24.02%
1 Year
−5.85%
36.06%
3 Years
5.64%
24.43%
5 Years
—
16.10%
Since Inception
−0.46%
15.98%
Fund Age
4 yrs 7 mo
14 yrs 10 mo
AUM
₹87.75 Cr
₹214.08 Cr
Alpha – 1 Year
−8.83%
31.34%
Alpha – 3 Years
−6.25%
12.34%
Information Ratio – 3 Years
-0.73
1.07
Volatility – 1 Year
16.46%
26.85%
Volatility – 3 Years
15.18%
19.70%
Beta – 1 Year
0.88
1.34
Beta – 3 Years
0.84
1.03
Sharpe Ratio – 1 Year
-0.62
1.08
Sharpe Ratio – 3 Years
0.08
0.96
Worst Rolling Year
-2.49%
-9.81%
Value at Worst Rolling Year
₹0.98 Cr
₹0.90 Cr
Deepest Drawdown
−20.88%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
87.97%
90.43%
Median Rolling Year
5.97%
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 4% · S 79%
L 40% · M 33% · S 24%
Number of Stocks
—
31
Portfolio P/E
—
42.55
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 · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
—
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%