Portfolio Management Services (PMS)Compare Schemes
ASK-EOP vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
ASK-EOP
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.83%
0.36%
6 Months
−2.22%
5.01%
1 Year
−4.46%
−5.33%
3 Years
4.69%
1.25%
5 Years
4.88%
−1.56%
Since Inception
9.48%
10.94%
Fund Age
8 yrs 11 mo
6 yrs 11 mo
AUM
₹242.51 Cr
₹122.91 Cr
Alpha – 1 Year
−7.44%
−8.31%
Alpha – 3 Years
−7.19%
−10.64%
Information Ratio – 3 Years
-1.12
-0.98
Volatility – 1 Year
16.89%
16.35%
Volatility – 3 Years
18.01%
16.88%
Beta – 1 Year
0.95
0.87
Beta – 3 Years
1.07
0.86
Sharpe Ratio – 1 Year
-0.51
-0.59
Sharpe Ratio – 3 Years
0.04
-0.17
Worst Rolling Year
2.18%
-5.79%
Value at Worst Rolling Year
₹1.02 Cr
₹0.94 Cr
Deepest Drawdown
−24.10%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
12.69%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 12% · M 53% · S 34%
M 4% · S 79%
Number of Stocks
34
—
Portfolio P/E
41.30
—
Top 5 Holdings
ABB India Ltd · 5.36%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.11%
Supreme Industries Ltd · 3.82%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Financial Services · 26.16%
Capital Goods · 13.94%
Healthcare · 9.57%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%