Portfolio Management Services (PMS)Compare Schemes
Fortune Wealth - Multicap Value Fund vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Fortune Wealth - Multicap Value Fund
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.42%
0.36%
6 Months
5.54%
5.01%
1 Year
14.83%
−5.33%
3 Years
—
1.25%
5 Years
—
−1.56%
Since Inception
7.05%
10.94%
Fund Age
2 yrs 4 mo
6 yrs 11 mo
AUM
₹372.29 Cr
₹122.91 Cr
Alpha – 1 Year
10.11%
−8.31%
Alpha – 3 Years
—
−10.64%
Information Ratio – 3 Years
—
-0.98
Volatility – 1 Year
21.78%
16.35%
Volatility – 3 Years
—
16.88%
Beta – 1 Year
1.21
0.87
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.46
-0.59
Sharpe Ratio – 3 Years
—
-0.17
Worst Rolling Year
—
-5.79%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
—
−20.60%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
54.01%
Median Rolling Year
—
1.42%
5-Year Rolling Windows Positive
—
83.33%
Market-Cap Mix
—
M 4% · S 79%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
—
—
Fixed Fee
1.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%