Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Composite India - GARP 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
3.99%
0.36%
6 Months
22.77%
5.01%
1 Year
24.21%
−5.33%
3 Years
13.20%
1.25%
5 Years
12.56%
−1.56%
Since Inception
18.69%
10.94%
Fund Age
7 yrs 4 mo
6 yrs 11 mo
AUM
₹114.64 Cr
₹122.91 Cr
Alpha – 1 Year
19.49%
−8.31%
Alpha – 3 Years
1.43%
−10.64%
Information Ratio – 3 Years
0.12
-0.98
Volatility – 1 Year
24.82%
16.35%
Volatility – 3 Years
21.64%
16.88%
Beta – 1 Year
1.34
0.87
Beta – 3 Years
1.13
0.86
Sharpe Ratio – 1 Year
0.78
-0.59
Sharpe Ratio – 3 Years
0.46
-0.17
Worst Rolling Year
10.43%
-5.79%
Value at Worst Rolling Year
₹1.10 Cr
₹0.94 Cr
Deepest Drawdown
−24.42%
−20.60%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
18.16%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 20% · M 28% · S 47%
M 4% · S 79%
Number of Stocks
32
—
Portfolio P/E
37.13
—
Top 5 Holdings
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
—
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%