Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Marcellus -MeritorQ - PMS
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.36%
3.04%
6 Months
5.01%
5.19%
1 Year
−5.33%
−0.45%
3 Years
1.25%
11.72%
5 Years
−1.56%
—
Since Inception
10.94%
12.62%
Fund Age
6 yrs 11 mo
3 yrs 8 mo
AUM
₹122.91 Cr
₹42.96 Cr
Alpha – 1 Year
−8.31%
−3.43%
Alpha – 3 Years
−10.64%
−0.17%
Information Ratio – 3 Years
-0.98
-0.16
Volatility – 1 Year
16.35%
16.93%
Volatility – 3 Years
16.88%
15.20%
Beta – 1 Year
0.87
0.92
Beta – 3 Years
0.86
0.91
Sharpe Ratio – 1 Year
-0.59
-0.27
Sharpe Ratio – 3 Years
-0.17
0.45
Worst Rolling Year
-5.79%
11.64%
Value at Worst Rolling Year
₹0.94 Cr
₹1.12 Cr
Deepest Drawdown
−20.60%
−20.38%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
54.01%
100.00%
Median Rolling Year
1.42%
15.01%
5-Year Rolling Windows Positive
83.33%
—
Market-Cap Mix
M 4% · S 79%
L 39% · M 39% · S 22%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
Top Sectors
—
—
Fixed Fee
0.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%