Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs Unifi Insider Shadow*
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
Unifi Insider Shadow*
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%
4.21%
6 Months
4.60%
10.07%
1 Year
−5.85%
9.44%
3 Years
5.64%
8.18%
5 Years
—
8.16%
Since Inception
−0.46%
14.06%
Fund Age
4 yrs 7 mo
16 yrs 4 mo
AUM
₹87.75 Cr
₹85.99 Cr
Alpha – 1 Year
−8.83%
4.72%
Alpha – 3 Years
−6.25%
−3.91%
Information Ratio – 3 Years
-0.73
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Volatility – 1 Year
16.46%
17.03%
Volatility – 3 Years
15.18%
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Beta – 1 Year
0.88
0.92
Beta – 3 Years
0.84
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Sharpe Ratio – 1 Year
-0.62
0.30
Sharpe Ratio – 3 Years
0.08
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Worst Rolling Year
-2.49%
—
Value at Worst Rolling Year
₹0.98 Cr
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Deepest Drawdown
−20.88%
—
Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
87.97%
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Median Rolling Year
5.97%
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5-Year Rolling Windows Positive
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Market-Cap Mix
M 4% · S 79%
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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%
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Top Sectors
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
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