Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
5.01%
0.32%
1 Year
−5.33%
1.03%
3 Years
1.25%
14.82%
5 Years
−1.56%
11.82%
Since Inception
10.94%
13.07%
Fund Age
6 yrs 11 mo
5 yrs 2 mo
AUM
₹122.91 Cr
₹56.08 Cr
Alpha – 1 Year
−8.31%
−1.95%
Alpha – 3 Years
−10.64%
2.94%
Information Ratio – 3 Years
-0.98
0.18
Volatility – 1 Year
16.35%
13.89%
Volatility – 3 Years
16.88%
18.35%
Beta – 1 Year
0.87
0.75
Beta – 3 Years
0.86
1.00
Sharpe Ratio – 1 Year
-0.59
-0.25
Sharpe Ratio – 3 Years
-0.17
0.55
Worst Rolling Year
-5.79%
12.65%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−20.60%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
54.01%
100.00%
Median Rolling Year
1.42%
19.77%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
L 38% · M 29% · S 24%
Number of Stocks
—
37
Portfolio P/E
—
29.42
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Cash & Cash Equivalent · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
—
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%