Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
NJ - 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%
−1.21%
6 Months
5.01%
5.09%
1 Year
−5.33%
0.26%
3 Years
1.25%
9.53%
5 Years
−1.56%
5.40%
Since Inception
10.94%
12.09%
Fund Age
6 yrs 11 mo
8 yrs 5 mo
AUM
₹122.91 Cr
₹1,644.09 Cr
Alpha – 1 Year
−8.31%
0.61%
Alpha – 3 Years
−10.64%
0.54%
Information Ratio – 3 Years
-0.98
0.06
Volatility – 1 Year
16.35%
17.94%
Volatility – 3 Years
16.88%
17.25%
Beta – 1 Year
0.87
1.03
Beta – 3 Years
0.86
1.11
Sharpe Ratio – 1 Year
-0.59
-0.20
Sharpe Ratio – 3 Years
-0.17
0.31
Worst Rolling Year
-5.79%
2.29%
Value at Worst Rolling Year
₹0.94 Cr
₹1.02 Cr
Deepest Drawdown
−20.60%
−21.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
54.01%
100.00%
Median Rolling Year
1.42%
16.16%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
L 49% · M 36% · S 14%
Number of Stocks
—
20
Portfolio P/E
—
34.38
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
—
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
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%