Portfolio Management Services (PMS)Compare Schemes
Ksema - Alpha vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Ksema - Alpha
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
0.36%
6 Months
1.74%
5.01%
1 Year
10.49%
−5.33%
3 Years
12.80%
1.25%
5 Years
12.91%
−1.56%
Since Inception
15.37%
10.94%
Fund Age
7 yrs 7 mo
6 yrs 11 mo
AUM
₹15.96 Cr
₹122.91 Cr
Alpha – 1 Year
10.84%
−8.31%
Alpha – 3 Years
3.80%
−10.64%
Information Ratio – 3 Years
0.47
-0.98
Volatility – 1 Year
19.22%
16.35%
Volatility – 3 Years
17.53%
16.88%
Beta – 1 Year
1.18
0.87
Beta – 3 Years
1.15
0.86
Sharpe Ratio – 1 Year
0.34
-0.59
Sharpe Ratio – 3 Years
0.48
-0.17
Worst Rolling Year
12.46%
-5.79%
Value at Worst Rolling Year
₹1.12 Cr
₹0.94 Cr
Deepest Drawdown
−19.38%
−20.60%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
18.63%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 64% · M 15% · S 21%
M 4% · S 79%
Number of Stocks
38
—
Portfolio P/E
24.65
—
Top 5 Holdings
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%