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A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Marcellus - Rising Giants Portfolio
Fund Summary
Category MID CAP
AUM (₹ cr) 205.21
Fixed Fee 2.50%
Variable Fee 1.75%
Hurdle Rate 6% + Benchmark
Profit Sharing 10% Profit Sharing above 6% Hurdle + Benchmark Returns
Benchmark S&P BSE 500 TRI
Portfolio Age 3 years, 2 months
Trailing Returns
Portfolio Manager
Profile
Detailed Portfolio
Allocation by Market Cap
  • Large Cap
  • Mid Cap 23.5%
  • Small Cap 65%
Sector Holdings
Auto & Auto Components
7.5%
Building Materials
7.5%
Chemicals
11%
Financial Services
13%
Pharma & Healthcare
13%
Stock Holdings
Eureka Forbes Limited
Icici Lombard General Insurance Company Limited
Metro Brands Ltd
Narayana Hrudayalaya Ltd
Tube Investments of India Ltd
Investment Details
Min. Investment ₹5000000
SIP Option Available
STP Option Available
Exit Load Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

CALCULATORS

Income Tax Calculator SIP Calculator FD Calculator Dividend Yield Calculator Lump-Sum Calculator CAGR Calculator Top-Up Calculator Latte Factor Calculator
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Performance

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