Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
MRG Capital - Wealth Protector
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.36%
0.67%
6 Months
5.01%
1.38%
1 Year
−5.33%
7.78%
3 Years
1.25%
12.37%
5 Years
−1.56%
10.07%
Since Inception
10.94%
13.18%
Fund Age
6 yrs 11 mo
6 yrs 8 mo
AUM
₹122.91 Cr
₹1.13 Cr
Alpha – 1 Year
−8.31%
8.13%
Alpha – 3 Years
−10.64%
3.37%
Information Ratio – 3 Years
-0.98
0.42
Volatility – 1 Year
16.35%
17.12%
Volatility – 3 Years
16.88%
14.65%
Beta – 1 Year
0.87
0.93
Beta – 3 Years
0.86
0.90
Sharpe Ratio – 1 Year
-0.59
0.21
Sharpe Ratio – 3 Years
-0.17
0.51
Worst Rolling Year
-5.79%
10.01%
Value at Worst Rolling Year
₹0.94 Cr
₹1.10 Cr
Deepest Drawdown
−20.60%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
54.01%
100.00%
Median Rolling Year
1.42%
15.34%
5-Year Rolling Windows Positive
83.33%
—
Market-Cap Mix
M 4% · S 79%
L 34% · M 14% · S 34%
Number of Stocks
—
43
Portfolio P/E
—
30.39
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
—
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Fixed Fee
0.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%