Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Innovation vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Innovation
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.26%
0.36%
6 Months
2.99%
5.01%
1 Year
−3.69%
−5.33%
3 Years
10.02%
1.25%
5 Years
11.07%
−1.56%
Since Inception
15.34%
10.94%
Fund Age
8 yrs 4 mo
6 yrs 11 mo
AUM
₹143.52 Cr
₹122.91 Cr
Alpha – 1 Year
−8.41%
−8.31%
Alpha – 3 Years
−2.07%
−10.64%
Information Ratio – 3 Years
-0.34
-0.98
Volatility – 1 Year
19.13%
16.35%
Volatility – 3 Years
16.08%
16.88%
Beta – 1 Year
1.05
0.87
Beta – 3 Years
0.98
0.86
Sharpe Ratio – 1 Year
-0.38
-0.59
Sharpe Ratio – 3 Years
0.35
-0.17
Worst Rolling Year
10.02%
-5.79%
Value at Worst Rolling Year
₹1.10 Cr
₹0.94 Cr
Deepest Drawdown
−22.11%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
21.21%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 50% · M 21% · S 27%
M 4% · S 79%
Number of Stocks
30
—
Portfolio P/E
35.28
—
Top 5 Holdings
Bharti Airtel Ltd · 9.09%
ICICI Bank Ltd · 8.91%
Persistent Systems Ltd · 7.82%
Trent Ltd · 6.92%
Fiem Industries Ltd · 5.76%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Financial Services · 28.99%
Information Technology · 12.38%
Telecommunication · 9.09%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%