Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
SVAN Velocity
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%
3.40%
6 Months
4.60%
21.77%
1 Year
−5.85%
16.05%
3 Years
5.64%
23.24%
5 Years
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Since Inception
−0.46%
24.82%
Fund Age
4 yrs 7 mo
3 yrs 1 mo
AUM
₹87.75 Cr
₹415.03 Cr
Alpha – 1 Year
−8.83%
11.33%
Alpha – 3 Years
−6.25%
11.15%
Information Ratio – 3 Years
-0.73
0.72
Volatility – 1 Year
16.46%
25.50%
Volatility – 3 Years
15.18%
24.35%
Beta – 1 Year
0.88
1.34
Beta – 3 Years
0.84
1.27
Sharpe Ratio – 1 Year
-0.62
0.50
Sharpe Ratio – 3 Years
0.08
0.77
Worst Rolling Year
-2.49%
23.24%
Value at Worst Rolling Year
₹0.98 Cr
₹1.23 Cr
Deepest Drawdown
−20.88%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
87.97%
100.00%
Median Rolling Year
5.97%
24.73%
5-Year Rolling Windows Positive
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Market-Cap Mix
M 4% · S 79%
M 2% · S 95%
Number of Stocks
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Portfolio P/E
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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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
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Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / – / –