Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.36%
−2.26%
6 Months
5.01%
9.35%
1 Year
−5.33%
10.43%
3 Years
1.25%
15.16%
5 Years
−1.56%
—
Since Inception
10.94%
21.24%
Fund Age
6 yrs 11 mo
4 yrs 11 mo
AUM
₹122.91 Cr
₹16.88 Cr
Alpha – 1 Year
−8.31%
8.57%
Alpha – 3 Years
−10.64%
3.08%
Information Ratio – 3 Years
-0.98
0.34
Volatility – 1 Year
16.35%
33.08%
Volatility – 3 Years
16.88%
27.65%
Beta – 1 Year
0.87
1.54
Beta – 3 Years
0.86
1.38
Sharpe Ratio – 1 Year
-0.59
0.28
Sharpe Ratio – 3 Years
-0.17
0.51
Worst Rolling Year
-5.79%
12.88%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−20.60%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
54.01%
100.00%
Median Rolling Year
1.42%
24.61%
5-Year Rolling Windows Positive
83.33%
—
Market-Cap Mix
M 4% · S 79%
L 9% · M 17% · S 71%
Number of Stocks
—
16
Portfolio P/E
—
48.24
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
—
Top Sectors
—
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%