Portfolio Management Services (PMS)Compare Schemes
Geojit - Ethical Portfolio vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Geojit - Ethical Portfolio
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
1.73%
0.36%
6 Months
9.02%
5.01%
1 Year
1.62%
−5.33%
3 Years
4.68%
1.25%
5 Years
—
−1.56%
Since Inception
5.77%
10.94%
Fund Age
4 yrs 7 mo
6 yrs 11 mo
AUM
₹13.09 Cr
₹122.91 Cr
Alpha – 1 Year
−3.10%
−8.31%
Alpha – 3 Years
−7.41%
−10.64%
Information Ratio – 3 Years
-1.02
-0.98
Volatility – 1 Year
18.69%
16.35%
Volatility – 3 Years
17.05%
16.88%
Beta – 1 Year
0.99
0.87
Beta – 3 Years
1.00
0.86
Sharpe Ratio – 1 Year
-0.11
-0.59
Sharpe Ratio – 3 Years
0.01
-0.17
Worst Rolling Year
2.83%
-5.79%
Value at Worst Rolling Year
₹1.03 Cr
₹0.94 Cr
Deepest Drawdown
−28.39%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
7.57%
1.42%
5-Year Rolling Windows Positive
—
83.33%
Market-Cap Mix
L 33% · M 17% · S 45%
M 4% · S 79%
Number of Stocks
30
—
Portfolio P/E
—
—
Top 5 Holdings
CG Power & Industrial Solutions Ltd · 5.45%
Hero MotoCorp Ltd · 4.98%
Hindustan Unilever Ltd · 4.10%
Pondy Oxides & Chemicals Ltd · 4.08%
Nestle India Ltd · 4.04%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Capital Goods · 21.40%
Fast Moving Consumer Goods · 19.05%
Automobile and Auto Components · 14.58%
—
Fixed Fee
—
0.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%