Portfolio Management Services (PMS)Compare Schemes
Chatur Amrit Kaal Fund vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Chatur Amrit Kaal Fund
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.06%
0.36%
6 Months
4.58%
5.01%
1 Year
5.92%
−5.33%
3 Years
—
1.25%
5 Years
—
−1.56%
Since Inception
7.28%
10.94%
Fund Age
7 mo
6 yrs 11 mo
AUM
₹119.65 Cr
₹122.91 Cr
Alpha – 1 Year
—
−8.31%
Alpha – 3 Years
—
−10.64%
Information Ratio – 3 Years
—
-0.98
Volatility – 1 Year
—
16.35%
Volatility – 3 Years
—
16.88%
Beta – 1 Year
—
0.87
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
—
-0.59
Sharpe Ratio – 3 Years
—
-0.17
Worst Rolling Year
—
-5.79%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
—
−20.60%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
54.01%
Median Rolling Year
—
1.42%
5-Year Rolling Windows Positive
—
83.33%
Market-Cap Mix
L 72% · M 12% · S 15%
M 4% · S 79%
Number of Stocks
35
—
Portfolio P/E
—
—
Top 5 Holdings
Jaro Institute of Technol. Mgt. and Research Ltd · 6.44%
Divis Laboratories Ltd · 6.02%
Reliance Industries Ltd · 5.96%
ICICI Bank Ltd · 5.73%
Bajaj Finance Ltd · 5.33%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Financial Services · 23.93%
Automobile and Auto Components · 14.33%
Capital Goods · 11.32%
—
Fixed Fee
2.00% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%