Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Master Trust India Growth Strategy
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.36%
5.45%
6 Months
5.01%
16.85%
1 Year
−5.33%
9.30%
3 Years
1.25%
14.05%
5 Years
−1.56%
14.30%
Since Inception
10.94%
24.29%
Fund Age
6 yrs 11 mo
14 yrs 10 mo
AUM
₹122.91 Cr
₹372.24 Cr
Alpha – 1 Year
−8.31%
4.58%
Alpha – 3 Years
−10.64%
1.97%
Information Ratio – 3 Years
-0.98
0.33
Volatility – 1 Year
16.35%
21.18%
Volatility – 3 Years
16.88%
20.18%
Beta – 1 Year
0.87
1.04
Beta – 3 Years
0.86
1.12
Sharpe Ratio – 1 Year
-0.59
0.27
Sharpe Ratio – 3 Years
-0.17
0.49
Worst Rolling Year
-5.79%
-10.46%
Value at Worst Rolling Year
₹0.94 Cr
₹0.90 Cr
Deepest Drawdown
−20.60%
−23.77%
Recovery Period
Not yet recovered
99 days
1-Year Rolling Windows Positive
54.01%
93.61%
Median Rolling Year
1.42%
27.35%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
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Number of Stocks
—
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Portfolio P/E
—
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Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
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Fixed Fee
0.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1.5% / 0.5%