Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs NAFA - Emerging Bluechip
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
NAFA - Emerging Bluechip
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.36%
0.39%
6 Months
5.01%
5.71%
1 Year
−5.33%
−0.97%
3 Years
1.25%
8.86%
5 Years
−1.56%
14.20%
Since Inception
10.94%
14.76%
Fund Age
6 yrs 11 mo
10 yrs 5 mo
AUM
₹122.91 Cr
₹447.76 Cr
Alpha – 1 Year
−8.31%
−2.83%
Alpha – 3 Years
−10.64%
−3.22%
Information Ratio – 3 Years
-0.98
0.04
Volatility – 1 Year
16.35%
24.79%
Volatility – 3 Years
16.88%
21.25%
Beta – 1 Year
0.87
1.35
Beta – 3 Years
0.86
1.20
Sharpe Ratio – 1 Year
-0.59
-0.14
Sharpe Ratio – 3 Years
-0.17
0.31
Worst Rolling Year
-5.79%
-13.00%
Value at Worst Rolling Year
₹0.94 Cr
₹0.87 Cr
Deepest Drawdown
−20.60%
−26.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
54.01%
84.68%
Median Rolling Year
1.42%
19.56%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
L 2% · M 12% · S 84%
Number of Stocks
—
32
Portfolio P/E
—
33.69
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
Top Sectors
—
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
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%