Portfolio Management Services (PMS)Compare Schemes
Fyers Genesis Fund vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Fyers Genesis Fund
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.54%
0.36%
6 Months
6.09%
5.01%
1 Year
5.87%
−5.33%
3 Years
—
1.25%
5 Years
—
−1.56%
Since Inception
3.02%
10.94%
Fund Age
1 yr 11 mo
6 yrs 11 mo
AUM
₹16.43 Cr
₹122.91 Cr
Alpha – 1 Year
1.15%
−8.31%
Alpha – 3 Years
—
−10.64%
Information Ratio – 3 Years
—
-0.98
Volatility – 1 Year
19.36%
16.35%
Volatility – 3 Years
—
16.88%
Beta – 1 Year
1.09
0.87
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.11
-0.59
Sharpe Ratio – 3 Years
—
-0.17
Worst Rolling Year
—
-5.79%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−18.63%
−20.60%
Recovery Period
Not yet recovered
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 20% · S 76%
M 4% · S 79%
Number of Stocks
24
—
Portfolio P/E
25.89
—
Top 5 Holdings
Privi Speciality Chemicals Ltd · 8.72%
Carysil Ltd · 8.46%
Jindal Stainless Ltd · 8.46%
APL Apollo Tubes Ltd · 8.46%
K P R Mill Ltd · 8.45%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Fast Moving Consumer Goods · 13.15%
Financial Services · 6.90%
Information Technology · 6.11%
—
Fixed Fee
1.00% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%