Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Dynamic vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Dynamic
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
5.38%
0.36%
6 Months
7.13%
5.01%
1 Year
11.04%
−5.33%
3 Years
7.66%
1.25%
5 Years
8.70%
−1.56%
Since Inception
14.13%
10.94%
Fund Age
6 yrs 10 mo
6 yrs 11 mo
AUM
₹3.45 Cr
₹122.91 Cr
Alpha – 1 Year
8.06%
−8.31%
Alpha – 3 Years
−4.24%
−10.64%
Information Ratio – 3 Years
-0.53
-0.98
Volatility – 1 Year
15.44%
16.35%
Volatility – 3 Years
15.96%
16.88%
Beta – 1 Year
0.84
0.87
Beta – 3 Years
0.91
0.86
Sharpe Ratio – 1 Year
0.40
-0.59
Sharpe Ratio – 3 Years
0.20
-0.17
Worst Rolling Year
3.12%
-5.79%
Value at Worst Rolling Year
₹1.03 Cr
₹0.94 Cr
Deepest Drawdown
−27.30%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
14.45%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 64% · M 36%
M 4% · S 79%
Number of Stocks
23
—
Portfolio P/E
34.11
—
Top 5 Holdings
Bajaj Holdings & Investment Ltd · 6.60%
Mirae Asset Nifty 50 ETF · 6.20%
Persistent Systems Ltd · 5.25%
Bharti Airtel Ltd · 5.20%
Mahindra & Mahindra Ltd · 5.00%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Financial Services · 34.11%
Automobile and Auto Components · 12.44%
Information Technology · 10.77%
—
Fixed Fee
2.25% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%