Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
ValueQuest - Platinum
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.40%
2.62%
6 Months
4.60%
20.31%
1 Year
−5.85%
5.50%
3 Years
5.64%
14.22%
5 Years
—
16.13%
Since Inception
−0.46%
18.70%
Fund Age
4 yrs 7 mo
9 yrs 8 mo
AUM
₹87.75 Cr
₹3,491.64 Cr
Alpha – 1 Year
−8.83%
2.52%
Alpha – 3 Years
−6.25%
2.33%
Information Ratio – 3 Years
-0.73
0.19
Volatility – 1 Year
16.46%
25.24%
Volatility – 3 Years
15.18%
21.26%
Beta – 1 Year
0.88
1.29
Beta – 3 Years
0.84
1.17
Sharpe Ratio – 1 Year
-0.62
0.11
Sharpe Ratio – 3 Years
0.08
0.48
Worst Rolling Year
-2.49%
-9.34%
Value at Worst Rolling Year
₹0.98 Cr
₹0.91 Cr
Deepest Drawdown
−20.88%
−6.25%
Recovery Period
Not yet recovered
13 days
1-Year Rolling Windows Positive
87.97%
93.29%
Median Rolling Year
5.97%
15.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 4% · S 79%
L 23% · M 15% · S 57%
Number of Stocks
—
30
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 1% / 1%