Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.36%
4.61%
6 Months
5.01%
3.41%
1 Year
−5.33%
20.00%
3 Years
1.25%
24.29%
5 Years
−1.56%
—
Since Inception
10.94%
15.71%
Fund Age
6 yrs 11 mo
4 yrs 7 mo
AUM
₹122.91 Cr
₹129.22 Cr
Alpha – 1 Year
−8.31%
15.28%
Alpha – 3 Years
−10.64%
12.20%
Information Ratio – 3 Years
-0.98
1.16
Volatility – 1 Year
16.35%
22.01%
Volatility – 3 Years
16.88%
22.99%
Beta – 1 Year
0.87
0.67
Beta – 3 Years
0.86
1.00
Sharpe Ratio – 1 Year
-0.59
0.70
Sharpe Ratio – 3 Years
-0.17
1.11
Worst Rolling Year
-5.79%
13.28%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−20.60%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
54.01%
100.00%
Median Rolling Year
1.42%
25.12%
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
Hindustan Aeronautics Ltd · 12.57%
Cigniti Technologies Ltd · 7.17%
Tata Investment Corporation Ltd · 6.84%
Tube Investments of India Ltd · 6.13%
Power Finance Corporation Ltd · 6.10%
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%