Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.92%
0.36%
6 Months
32.15%
5.01%
1 Year
16.77%
−5.33%
3 Years
19.00%
1.25%
5 Years
20.10%
−1.56%
Since Inception
27.01%
10.94%
Fund Age
6 yrs 10 mo
6 yrs 11 mo
AUM
₹247.64 Cr
₹122.91 Cr
Alpha – 1 Year
13.79%
−8.31%
Alpha – 3 Years
7.10%
−10.64%
Information Ratio – 3 Years
0.30
-0.98
Volatility – 1 Year
39.13%
16.35%
Volatility – 3 Years
29.47%
16.88%
Beta – 1 Year
1.87
0.87
Beta – 3 Years
1.36
0.86
Sharpe Ratio – 1 Year
0.42
-0.59
Sharpe Ratio – 3 Years
0.55
-0.17
Worst Rolling Year
15.03%
-5.79%
Value at Worst Rolling Year
₹1.15 Cr
₹0.94 Cr
Deepest Drawdown
−35.86%
−20.60%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
31.90%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
S 80%
M 4% · S 79%
Number of Stocks
42
—
Portfolio P/E
42.30
—
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
—
—
Fixed Fee
2.25% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%