Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
MOAT - Special Opportunities Fund
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%
2.77%
6 Months
5.01%
8.02%
1 Year
−5.33%
5.50%
3 Years
1.25%
7.60%
5 Years
−1.56%
9.19%
Since Inception
10.94%
14.35%
Fund Age
6 yrs 11 mo
5 yrs 9 mo
AUM
₹122.91 Cr
₹11.85 Cr
Alpha – 1 Year
−8.31%
0.78%
Alpha – 3 Years
−10.64%
−4.49%
Information Ratio – 3 Years
-0.98
-0.44
Volatility – 1 Year
16.35%
20.18%
Volatility – 3 Years
16.88%
17.74%
Beta – 1 Year
0.87
1.11
Beta – 3 Years
0.86
1.06
Sharpe Ratio – 1 Year
-0.59
0.10
Sharpe Ratio – 3 Years
-0.17
0.27
Worst Rolling Year
-5.79%
7.60%
Value at Worst Rolling Year
₹0.94 Cr
₹1.08 Cr
Deepest Drawdown
−20.60%
−24.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
54.01%
100.00%
Median Rolling Year
1.42%
14.22%
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
—
—
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Cash & Cash Equivalent · 9.14%
HDFC Bank Ltd · 7.48%
V I P Industries Ltd · 5.54%
Hindustan Unilever Ltd · 4.49%
Cummins India Ltd · 4.48%
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%