Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
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
0.48%
0.36%
6 Months
0.17%
5.01%
1 Year
1.53%
−5.33%
3 Years
6.30%
1.25%
5 Years
7.16%
−1.56%
Since Inception
16.58%
10.94%
Fund Age
6 yrs 6 mo
6 yrs 11 mo
AUM
₹182.72 Cr
₹122.91 Cr
Alpha – 1 Year
−3.19%
−8.31%
Alpha – 3 Years
−5.79%
−10.64%
Information Ratio – 3 Years
-1.15
-0.98
Volatility – 1 Year
17.17%
16.35%
Volatility – 3 Years
15.94%
16.88%
Beta – 1 Year
0.97
0.87
Beta – 3 Years
0.99
0.86
Sharpe Ratio – 1 Year
-0.13
-0.59
Sharpe Ratio – 3 Years
0.13
-0.17
Worst Rolling Year
6.16%
-5.79%
Value at Worst Rolling Year
₹1.06 Cr
₹0.94 Cr
Deepest Drawdown
−24.43%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
15.55%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
—
M 4% · S 79%
Number of Stocks
60
—
Portfolio P/E
19.43
—
Top 5 Holdings
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
—
—
Fixed Fee
2.00% / yr
0.00% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%