Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.36%
3.74%
6 Months
5.01%
1.17%
1 Year
−5.33%
15.87%
3 Years
1.25%
19.02%
5 Years
−1.56%
—
Since Inception
10.94%
16.58%
Fund Age
6 yrs 11 mo
4 yrs 5 mo
AUM
₹122.91 Cr
₹72.15 Cr
Alpha – 1 Year
−8.31%
8.33%
Alpha – 3 Years
−10.64%
7.76%
Information Ratio – 3 Years
-0.98
—
Volatility – 1 Year
16.35%
18.13%
Volatility – 3 Years
16.88%
18.07%
Beta – 1 Year
0.87
1.41
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
-0.59
0.61
Sharpe Ratio – 3 Years
-0.17
0.77
Worst Rolling Year
-5.79%
15.14%
Value at Worst Rolling Year
₹0.94 Cr
₹1.15 Cr
Deepest Drawdown
−20.60%
−22.14%
Recovery Period
Not yet recovered
301 days
1-Year Rolling Windows Positive
54.01%
100.00%
Median Rolling Year
1.42%
21.99%
5-Year Rolling Windows Positive
83.33%
—
Market-Cap Mix
M 4% · S 79%
—
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
—
Top Sectors
—
—
Fixed Fee
0.00% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%