Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
Unifi Blended - Rangoli
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%
3.17%
6 Months
4.60%
10.91%
1 Year
−5.85%
10.45%
3 Years
5.64%
10.60%
5 Years
—
10.74%
Since Inception
−0.46%
18.07%
Fund Age
4 yrs 7 mo
9 yrs 2 mo
AUM
₹87.75 Cr
₹11,464.61 Cr
Alpha – 1 Year
−8.83%
5.73%
Alpha – 3 Years
−6.25%
−1.49%
Information Ratio – 3 Years
-0.73
-0.11
Volatility – 1 Year
16.46%
18.78%
Volatility – 3 Years
15.18%
16.83%
Beta – 1 Year
0.88
1.04
Beta – 3 Years
0.84
1.02
Sharpe Ratio – 1 Year
-0.62
0.34
Sharpe Ratio – 3 Years
0.08
0.37
Worst Rolling Year
-2.49%
4.89%
Value at Worst Rolling Year
₹0.98 Cr
₹1.05 Cr
Deepest Drawdown
−20.88%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
87.97%
100.00%
Median Rolling Year
5.97%
19.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 4% · S 79%
L 24% · M 11% · S 66%
Number of Stocks
—
—
Portfolio P/E
—
21.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility 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%