Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - MNC PMS vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - MNC PMS
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
0.15%
0.36%
6 Months
9.28%
5.01%
1 Year
4.13%
−5.33%
3 Years
7.71%
1.25%
5 Years
8.27%
−1.56%
Since Inception
11.49%
10.94%
Fund Age
8 yrs 5 mo
6 yrs 11 mo
AUM
₹123.55 Cr
₹122.91 Cr
Alpha – 1 Year
−0.59%
−8.31%
Alpha – 3 Years
−4.38%
−10.64%
Information Ratio – 3 Years
-0.33
-0.98
Volatility – 1 Year
21.50%
16.35%
Volatility – 3 Years
16.95%
16.88%
Beta – 1 Year
1.12
0.87
Beta – 3 Years
0.97
0.86
Sharpe Ratio – 1 Year
-0.02
-0.59
Sharpe Ratio – 3 Years
0.26
-0.17
Worst Rolling Year
7.04%
-5.79%
Value at Worst Rolling Year
₹1.07 Cr
₹0.94 Cr
Deepest Drawdown
−24.41%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
15.95%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 29% · M 38% · S 31%
M 4% · S 79%
Number of Stocks
20
—
Portfolio P/E
49.58
—
Top 5 Holdings
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
—
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%