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||4Y 1M||6980||Nifty 50||17.10%||23||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||1.84%||-4.57%||60.87%||-2.73%||1.16||18.39%||-0.51||6.41%||0.56||60.87 %|
|Nifty 500||-0.19%||-4.03%||-4.22%||1.12||5.59%||0.49||56.52 %|
|Nifty Midcap 100||-5.79%||-0.85%||-6.64%||0.84||3.78%||0.23||39.13 %|
|Nifty Smallcap 100||2.89%||6.06%||8.95%||0.67||9.03%||0.43||50.00 %|
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
|Bajaj Finance Ltd.||12.30|
|Titan Company Ltd.||10.40|
|Dr. Lal Pathlabs Ltd.||10.00|
|Page Industries Ltd.||9.60|
|HDFC Bank Ltd.||9.00|
|Top 5 Equity Holdings||51.30|
|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 Dec 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 Sep 22.