Portfolio Management Services (PMS)Compare Schemes
Eureka signature approach vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Eureka signature approach
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
0.36%
6 Months
8.20%
5.01%
1 Year
10.87%
−5.33%
3 Years
16.09%
1.25%
5 Years
14.49%
−1.56%
Since Inception
9.93%
10.94%
Fund Age
8 yrs 9 mo
6 yrs 11 mo
AUM
₹64.23 Cr
₹122.91 Cr
Alpha – 1 Year
7.11%
−8.31%
Alpha – 3 Years
5.20%
−10.64%
Information Ratio – 3 Years
0.63
-0.98
Volatility – 1 Year
21.13%
16.35%
Volatility – 3 Years
19.82%
16.88%
Beta – 1 Year
1.16
0.87
Beta – 3 Years
1.20
0.86
Sharpe Ratio – 1 Year
0.35
-0.59
Sharpe Ratio – 3 Years
0.59
-0.17
Worst Rolling Year
-6.69%
-5.79%
Value at Worst Rolling Year
₹0.93 Cr
₹0.94 Cr
Deepest Drawdown
−22.93%
−20.60%
Recovery Period
496 days
Not yet recovered
1-Year Rolling Windows Positive
90.85%
54.01%
Median Rolling Year
19.50%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 25% · M 25% · S 42%
M 4% · S 79%
Number of Stocks
42
—
Portfolio P/E
23.92
—
Top 5 Holdings
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
—
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / –
3% / 2% / 1%