Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs Unifi BCAD
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
Unifi BCAD
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%
2.20%
6 Months
4.60%
6.88%
1 Year
−5.85%
5.29%
3 Years
5.64%
8.34%
5 Years
—
9.52%
Since Inception
−0.46%
13.35%
Fund Age
4 yrs 7 mo
8 yrs 3 mo
AUM
₹87.75 Cr
₹237.35 Cr
Alpha – 1 Year
−8.83%
0.57%
Alpha – 3 Years
−6.25%
−3.75%
Information Ratio – 3 Years
-0.73
-0.44
Volatility – 1 Year
16.46%
19.09%
Volatility – 3 Years
15.18%
16.74%
Beta – 1 Year
0.88
1.07
Beta – 3 Years
0.84
1.01
Sharpe Ratio – 1 Year
-0.62
0.09
Sharpe Ratio – 3 Years
0.08
0.25
Worst Rolling Year
-2.49%
7.37%
Value at Worst Rolling Year
₹0.98 Cr
₹1.07 Cr
Deepest Drawdown
−20.88%
−20.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
87.97%
100.00%
Median Rolling Year
5.97%
19.34%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 4% · S 79%
—
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Narayana Hrudayalaya Ltd
Bank of Baroda
Redington Ltd
ITC Ltd
HCL Technologies Ltd
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%