Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Nippon - Emerging India - EIP
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%
2.63%
6 Months
5.01%
13.11%
1 Year
−5.33%
15.44%
3 Years
1.25%
15.82%
5 Years
−1.56%
15.29%
Since Inception
10.94%
15.37%
Fund Age
6 yrs 11 mo
9 yrs 4 mo
AUM
₹122.91 Cr
₹32.48 Cr
Alpha – 1 Year
−8.31%
10.72%
Alpha – 3 Years
−10.64%
3.73%
Information Ratio – 3 Years
-0.98
0.69
Volatility – 1 Year
16.35%
17.99%
Volatility – 3 Years
16.88%
17.45%
Beta – 1 Year
0.87
0.99
Beta – 3 Years
0.86
1.02
Sharpe Ratio – 1 Year
-0.59
0.59
Sharpe Ratio – 3 Years
-0.17
0.71
Worst Rolling Year
-5.79%
-6.27%
Value at Worst Rolling Year
₹0.94 Cr
₹0.94 Cr
Deepest Drawdown
−20.60%
−21.15%
Recovery Period
Not yet recovered
474 days
1-Year Rolling Windows Positive
54.01%
92.43%
Median Rolling Year
1.42%
21.04%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
L 8% · M 22% · S 44%
Number of Stocks
—
30
Portfolio P/E
—
30.67
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
—
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%