Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs NARNOLIA FUSION OPPORTUNITY STRATEGY
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
NARNOLIA FUSION OPPORTUNITY STRATEGY
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%
2.32%
6 Months
5.01%
15.18%
1 Year
−5.33%
5.18%
3 Years
1.25%
8.86%
5 Years
−1.56%
—
Since Inception
10.94%
14.74%
Fund Age
6 yrs 11 mo
3 yrs 11 mo
AUM
₹122.91 Cr
₹36.85 Cr
Alpha – 1 Year
−8.31%
5.53%
Alpha – 3 Years
−10.64%
−0.14%
Information Ratio – 3 Years
-0.98
0.00
Volatility – 1 Year
16.35%
17.33%
Volatility – 3 Years
16.88%
18.22%
Beta – 1 Year
0.87
0.72
Beta – 3 Years
0.86
0.66
Sharpe Ratio – 1 Year
-0.59
0.08
Sharpe Ratio – 3 Years
-0.17
0.27
Worst Rolling Year
-5.79%
8.86%
Value at Worst Rolling Year
₹0.94 Cr
₹1.09 Cr
Deepest Drawdown
−20.60%
−35.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
54.01%
100.00%
Median Rolling Year
1.42%
16.26%
5-Year Rolling Windows Positive
83.33%
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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
—
Top Sectors
—
—
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%