Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Excel vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Excel
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
Nifty 500 · 9.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
0.36%
6 Months
5.22%
5.01%
1 Year
8.94%
−5.33%
3 Years
10.33%
1.25%
5 Years
10.77%
−1.56%
Since Inception
10.49%
10.94%
Fund Age
9 yrs 9 mo
6 yrs 11 mo
AUM
₹67.62 Cr
₹122.91 Cr
Alpha – 1 Year
−0.44%
−8.31%
Alpha – 3 Years
0.76%
−10.64%
Information Ratio – 3 Years
0.44
-0.98
Volatility – 1 Year
2.31%
16.35%
Volatility – 3 Years
1.38%
16.88%
Beta – 1 Year
0.41
0.87
Beta – 3 Years
0.46
0.86
Sharpe Ratio – 1 Year
1.46
-0.59
Sharpe Ratio – 3 Years
3.36
-0.17
Worst Rolling Year
9.87%
-5.79%
Value at Worst Rolling Year
₹1.10 Cr
₹0.94 Cr
Deepest Drawdown
—
−20.60%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
10.78%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
—
M 4% · S 79%
Number of Stocks
17
—
Portfolio P/E
—
—
Top 5 Holdings
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Others · 99.75%
Government · 0.23%
—
Fixed Fee
1.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%