Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Nippon - High Conviction Equity - HCEP
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%
3.27%
6 Months
5.01%
6.66%
1 Year
−5.33%
7.95%
3 Years
1.25%
14.01%
5 Years
−1.56%
12.40%
Since Inception
10.94%
16.07%
Fund Age
6 yrs 11 mo
12 yrs 5 mo
AUM
₹122.91 Cr
₹27.98 Cr
Alpha – 1 Year
−8.31%
3.23%
Alpha – 3 Years
−10.64%
1.92%
Information Ratio – 3 Years
-0.98
0.55
Volatility – 1 Year
16.35%
16.42%
Volatility – 3 Years
16.88%
14.36%
Beta – 1 Year
0.87
0.92
Beta – 3 Years
0.86
0.91
Sharpe Ratio – 1 Year
-0.59
0.15
Sharpe Ratio – 3 Years
-0.17
0.63
Worst Rolling Year
-5.79%
-4.39%
Value at Worst Rolling Year
₹0.94 Cr
₹0.96 Cr
Deepest Drawdown
−20.60%
−17.36%
Recovery Period
Not yet recovered
532 days
1-Year Rolling Windows Positive
54.01%
97.43%
Median Rolling Year
1.42%
15.67%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
L 25% · M 6% · S 37%
Number of Stocks
—
30
Portfolio P/E
—
29.90
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
—
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%