Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.40%
0.30%
6 Months
4.60%
26.99%
1 Year
−5.85%
26.29%
3 Years
5.64%
27.01%
5 Years
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Since Inception
−0.46%
35.84%
Fund Age
4 yrs 7 mo
4 yrs 3 mo
AUM
₹87.75 Cr
₹521.91 Cr
Alpha – 1 Year
−8.83%
28.33%
Alpha – 3 Years
−6.25%
20.36%
Information Ratio – 3 Years
-0.73
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Volatility – 1 Year
16.46%
31.27%
Volatility – 3 Years
15.18%
25.96%
Beta – 1 Year
0.88
—
Beta – 3 Years
0.84
—
Sharpe Ratio – 1 Year
-0.62
0.72
Sharpe Ratio – 3 Years
0.08
0.85
Worst Rolling Year
-2.49%
27.02%
Value at Worst Rolling Year
₹0.98 Cr
₹1.27 Cr
Deepest Drawdown
−20.88%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
87.97%
100.00%
Median Rolling Year
5.97%
36.88%
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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49
Portfolio P/E
—
21.17
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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