Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
Tcg India Investment Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.40%
4.64%
6 Months
4.60%
20.32%
1 Year
−5.85%
29.93%
3 Years
5.64%
—
5 Years
—
—
Since Inception
−0.46%
15.24%
Fund Age
4 yrs 7 mo
1 yr 9 mo
AUM
₹87.75 Cr
₹3.17 Cr
Alpha – 1 Year
−8.83%
25.21%
Alpha – 3 Years
−6.25%
—
Information Ratio – 3 Years
-0.73
—
Volatility – 1 Year
16.46%
24.54%
Volatility – 3 Years
15.18%
—
Beta – 1 Year
0.88
1.19
Beta – 3 Years
0.84
—
Sharpe Ratio – 1 Year
-0.62
0.97
Sharpe Ratio – 3 Years
0.08
—
Worst Rolling Year
-2.49%
—
Value at Worst Rolling Year
₹0.98 Cr
—
Deepest Drawdown
−20.88%
−12.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
87.97%
—
Median Rolling Year
5.97%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 4% · S 79%
L 28% · M 19% · S 50%
Number of Stocks
—
36
Portfolio P/E
—
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
—
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –