Portfolio Management Services (PMS)Compare Schemes
Ksema - Multicap vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Ksema - Multicap
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
0.82%
0.36%
6 Months
2.65%
5.01%
1 Year
10.76%
−5.33%
3 Years
12.77%
1.25%
5 Years
14.58%
−1.56%
Since Inception
17.50%
10.94%
Fund Age
7 yrs 7 mo
6 yrs 11 mo
AUM
₹83.87 Cr
₹122.91 Cr
Alpha – 1 Year
11.11%
−8.31%
Alpha – 3 Years
3.77%
−10.64%
Information Ratio – 3 Years
0.46
-0.98
Volatility – 1 Year
18.53%
16.35%
Volatility – 3 Years
17.03%
16.88%
Beta – 1 Year
1.11
0.87
Beta – 3 Years
1.11
0.86
Sharpe Ratio – 1 Year
0.36
-0.59
Sharpe Ratio – 3 Years
0.48
-0.17
Worst Rolling Year
12.58%
-5.79%
Value at Worst Rolling Year
₹1.13 Cr
₹0.94 Cr
Deepest Drawdown
−20.55%
−20.60%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
20.28%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 54% · M 18% · S 28%
M 4% · S 79%
Number of Stocks
51
—
Portfolio P/E
23.77
—
Top 5 Holdings
ICICI Bank Ltd · 6.61%
State Bank of India · 5.04%
Reliance Industries Ltd · 5.03%
HDFC Bank Ltd · 4.64%
Larsen & Toubro Ltd · 4.21%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Financial Services · 29.38%
Capital Goods · 20.74%
Automobile and Auto Components · 12.58%
—
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%