Portfolio Management Services (PMS)Compare Schemes
Envision Capital - India Opportunities vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Envision Capital - India Opportunities
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.39%
0.36%
6 Months
19.31%
5.01%
1 Year
11.21%
−5.33%
3 Years
13.34%
1.25%
5 Years
15.02%
−1.56%
Since Inception
17.08%
10.94%
Fund Age
5 yrs 4 mo
6 yrs 11 mo
AUM
₹135.65 Cr
₹122.91 Cr
Alpha – 1 Year
6.49%
−8.31%
Alpha – 3 Years
1.25%
−10.64%
Information Ratio – 3 Years
0.12
-0.98
Volatility – 1 Year
20.71%
16.35%
Volatility – 3 Years
17.79%
16.88%
Beta – 1 Year
1.05
0.87
Beta – 3 Years
0.97
0.86
Sharpe Ratio – 1 Year
0.35
-0.59
Sharpe Ratio – 3 Years
0.50
-0.17
Worst Rolling Year
12.49%
-5.79%
Value at Worst Rolling Year
₹1.12 Cr
₹0.94 Cr
Deepest Drawdown
−25.10%
−20.60%
Recovery Period
493 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
19.71%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 18% · M 24% · S 55%
M 4% · S 79%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
—
—
Fixed Fee
1.75% / yr
0.00% / yr
Performance Fee / Plan
10% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%