The Objective of Marcellus Consistent Compounders PMS is to invest in a concentrated portfolio of heavily moated businesses, that can drive healthy earnings growth over long periods of time.
|Alpha (1Y)||Beta (1Y)||Standard Deviation (1Y)||% of +ve Months (SI)|
Performance Table #
|Trailing Returns (%)||1m return||3m return||6m return||1y return||2y return||3y return||5y return||10y return||Since inception return|
|Strategy||Category||Fund Manager||Date of Inception||Age Of PMS||Corpus (in Cr, approx)||Benchmark||Returns SI (CAGR)||Stocks In Portfolio||Sectors In Portfolio|
|Marcellus Investment Managers Consistent Compounders||Multi Cap||Rakshit Ranjan||01 December 2018||3Y 9M||7561||Nifty 50||20.8%||14||7|
|Portfolio Quality (Q)||Portfolio Risk (R)||Portfolio Consistency (C)|
|Index||Category Alpha (1Y)||Relative Alpha (1Y)||
% of +ve Months
|Alpha (1Y)||Beta (1Y)||
Standard Deviation (1Y)
Sharpe Ratio (1Y)
|Alpha (SI)||Information Ratio (SI)||Consistency Ratio %|
|Nifty 50||-1.17%||-8.77%||60.47%||-9.94%||0.89||13.25%||-1.00||4.45%||0.38||58.14 %|
|Nifty 500||-1.70%||-7.23%||-8.93%||0.96||4.29%||0.37||53.49 %|
|Nifty Midcap 100||-5.27%||-2.38%||-7.65%||0.61||3.86%||0.23||39.53 %|
|Nifty Smallcap 100||0.11%||3.56%||3.67%||0.37||7.70%||0.36||48.84 %|
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
|Asian Paints Ltd.||11.80|
|Bajaj Finance Ltd.||10.00|
|Titan Company Ltd||9.00|
|Divi's Laboratories Ltd.||8.60|
|Dr. Lal Pathlabs Ltd.||8.40|
|Top 5 Equity Holdings||47.80|
|Pharma & Health-Care||12.70|
Market Cap Allocation
From the Founders & Managers of Marcellus Investment Managers PMS
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#Returns as of 31 Aug 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Jun 22.