Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.76%
0.36%
6 Months
25.00%
5.01%
1 Year
17.14%
−5.33%
3 Years
16.20%
1.25%
5 Years
15.34%
−1.56%
Since Inception
19.60%
10.94%
Fund Age
7 yrs 3 mo
6 yrs 11 mo
AUM
₹127.23 Cr
₹122.91 Cr
Alpha – 1 Year
12.42%
−8.31%
Alpha – 3 Years
4.43%
−10.64%
Information Ratio – 3 Years
0.38
-0.98
Volatility – 1 Year
23.12%
16.35%
Volatility – 3 Years
20.20%
16.88%
Beta – 1 Year
1.18
0.87
Beta – 3 Years
1.05
0.86
Sharpe Ratio – 1 Year
0.56
-0.59
Sharpe Ratio – 3 Years
0.61
-0.17
Worst Rolling Year
13.55%
-5.79%
Value at Worst Rolling Year
₹1.14 Cr
₹0.94 Cr
Deepest Drawdown
−26.74%
−20.60%
Recovery Period
143 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
20.50%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 26% · M 19% · S 50%
M 4% · S 79%
Number of Stocks
101
—
Portfolio P/E
52.20
—
Top 5 Holdings
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
—
Fixed Fee
1.00% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%