Portfolio Management Services (PMS)Compare Schemes
Karma Capital Magnolia vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Karma Capital Magnolia
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
0.10%
0.36%
6 Months
8.00%
5.01%
1 Year
6.50%
−5.33%
3 Years
11.40%
1.25%
5 Years
—
−1.56%
Since Inception
13.00%
10.94%
Fund Age
3 yrs 6 mo
6 yrs 11 mo
AUM
₹9.42 Cr
₹122.91 Cr
Alpha – 1 Year
1.80%
−8.31%
Alpha – 3 Years
−0.70%
−10.64%
Information Ratio – 3 Years
-0.20
-0.98
Volatility – 1 Year
21.60%
16.35%
Volatility – 3 Years
16.09%
16.88%
Beta – 1 Year
1.19
0.87
Beta – 3 Years
0.99
0.86
Sharpe Ratio – 1 Year
0.17
-0.59
Sharpe Ratio – 3 Years
0.37
-0.17
Worst Rolling Year
8.82%
-5.79%
Value at Worst Rolling Year
₹1.09 Cr
₹0.94 Cr
Deepest Drawdown
−17.53%
−20.60%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
13.10%
1.42%
5-Year Rolling Windows Positive
—
83.33%
Market-Cap Mix
L 51% · M 15% · S 33%
M 4% · S 79%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
ICICI Bank Ltd · 5.80%
Bajaj Finance Ltd · 5.80%
Cholamandalam Investment & Finance Company Ltd · 5.10%
HDFC Bank Ltd · 4.90%
Piramal Finance Ltd · 4.60%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
—
—
Fixed Fee
2.00% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.1% / – / 0%
3% / 2% / 1%