Portfolio Management Services (PMS)Compare Schemes
Mansi share-seven islands PMS vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Mansi share-seven islands PMS
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.10%
0.36%
6 Months
29.13%
5.01%
1 Year
20.96%
−5.33%
3 Years
17.22%
1.25%
5 Years
—
−1.56%
Since Inception
23.59%
10.94%
Fund Age
3 yrs 7 mo
6 yrs 11 mo
AUM
₹147.56 Cr
₹122.91 Cr
Alpha – 1 Year
16.24%
−8.31%
Alpha – 3 Years
5.13%
−10.64%
Information Ratio – 3 Years
0.33
-0.98
Volatility – 1 Year
30.80%
16.35%
Volatility – 3 Years
25.65%
16.88%
Beta – 1 Year
1.54
0.87
Beta – 3 Years
1.41
0.86
Sharpe Ratio – 1 Year
0.58
-0.59
Sharpe Ratio – 3 Years
0.54
-0.17
Worst Rolling Year
15.38%
-5.79%
Value at Worst Rolling Year
₹1.15 Cr
₹0.94 Cr
Deepest Drawdown
−28.52%
−20.60%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
21.14%
1.42%
5-Year Rolling Windows Positive
—
83.33%
Market-Cap Mix
L 63% · M 11% · S 17%
M 4% · S 79%
Number of Stocks
18
—
Portfolio P/E
—
—
Top 5 Holdings
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
—
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%