Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Nippon - Indian Economic Transformation - ETP
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Nippon - Indian Economic Transformation - ETP
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%
3.08%
6 Months
5.01%
9.19%
1 Year
−5.33%
9.02%
3 Years
1.25%
14.71%
5 Years
−1.56%
10.31%
Since Inception
10.94%
14.95%
Fund Age
6 yrs 11 mo
7 yrs 10 mo
AUM
₹122.91 Cr
₹42.73 Cr
Alpha – 1 Year
−8.31%
4.30%
Alpha – 3 Years
−10.64%
2.62%
Information Ratio – 3 Years
-0.98
0.63
Volatility – 1 Year
16.35%
17.52%
Volatility – 3 Years
16.88%
14.89%
Beta – 1 Year
0.87
0.97
Beta – 3 Years
0.86
0.92
Sharpe Ratio – 1 Year
-0.59
0.26
Sharpe Ratio – 3 Years
-0.17
0.66
Worst Rolling Year
-5.79%
8.19%
Value at Worst Rolling Year
₹0.94 Cr
₹1.08 Cr
Deepest Drawdown
−20.60%
−18.24%
Recovery Period
Not yet recovered
238 days
1-Year Rolling Windows Positive
54.01%
100.00%
Median Rolling Year
1.42%
16.27%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
L 18% · M 16% · S 37%
Number of Stocks
—
30
Portfolio P/E
—
31.64
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Other Equity · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
Top Sectors
—
Financial Services · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
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%