Portfolio Management Services (PMS)Compare Schemes
Helios - India Rising PMS vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Helios - India Rising PMS
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.02%
0.36%
6 Months
5.63%
5.01%
1 Year
4.60%
−5.33%
3 Years
14.51%
1.25%
5 Years
12.90%
−1.56%
Since Inception
19.56%
10.94%
Fund Age
6 yrs 4 mo
6 yrs 11 mo
AUM
₹1,566.43 Cr
₹122.91 Cr
Alpha – 1 Year
1.62%
−8.31%
Alpha – 3 Years
2.62%
−10.64%
Information Ratio – 3 Years
0.58
-0.98
Volatility – 1 Year
21.65%
16.35%
Volatility – 3 Years
16.64%
16.88%
Beta – 1 Year
1.18
0.87
Beta – 3 Years
1.02
0.86
Sharpe Ratio – 1 Year
0.06
-0.59
Sharpe Ratio – 3 Years
0.58
-0.17
Worst Rolling Year
12.32%
-5.79%
Value at Worst Rolling Year
₹1.12 Cr
₹0.94 Cr
Deepest Drawdown
−20.60%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
19.14%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 41% · M 24% · S 29%
M 4% · S 79%
Number of Stocks
42
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Portfolio P/E
—
—
Top 5 Holdings
Cash & Cash Equivalent · 14.10%
ICICI Bank Ltd · 6.59%
State Bank of India · 6.23%
Bharti Airtel Ltd · 5.62%
HDFC Bank Ltd · 5.00%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
—
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%