Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
4.60%
1.92%
1 Year
−5.85%
0.43%
3 Years
5.64%
—
5 Years
—
—
Since Inception
−0.46%
6.17%
Fund Age
4 yrs 7 mo
2 yrs 2 mo
AUM
₹87.75 Cr
₹22.98 Cr
Alpha – 1 Year
−8.83%
−2.55%
Alpha – 3 Years
−6.25%
—
Information Ratio – 3 Years
-0.73
—
Volatility – 1 Year
16.46%
16.90%
Volatility – 3 Years
15.18%
—
Beta – 1 Year
0.88
0.96
Beta – 3 Years
0.84
—
Sharpe Ratio – 1 Year
-0.62
-0.22
Sharpe Ratio – 3 Years
0.08
—
Worst Rolling Year
-2.49%
—
Value at Worst Rolling Year
₹0.98 Cr
—
Deepest Drawdown
−20.88%
−16.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
87.97%
—
Median Rolling Year
5.97%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 4% · S 79%
L 61% · M 14% · S 21%
Number of Stocks
—
41
Portfolio P/E
—
31.26
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%
ICICI Bank Ltd · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
—
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%