Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs NJ - Multicap
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
NJ - Multicap
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.36%
2.92%
6 Months
5.01%
8.20%
1 Year
−5.33%
15.48%
3 Years
1.25%
18.05%
5 Years
−1.56%
15.54%
Since Inception
10.94%
14.61%
Fund Age
6 yrs 11 mo
10 yrs 4 mo
AUM
₹122.91 Cr
₹747.6 Cr
Alpha – 1 Year
−8.31%
15.83%
Alpha – 3 Years
−10.64%
9.06%
Information Ratio – 3 Years
-0.98
0.72
Volatility – 1 Year
16.35%
18.67%
Volatility – 3 Years
16.88%
21.45%
Beta – 1 Year
0.87
1.12
Beta – 3 Years
0.86
1.31
Sharpe Ratio – 1 Year
-0.59
0.58
Sharpe Ratio – 3 Years
-0.17
0.64
Worst Rolling Year
-5.79%
-13.89%
Value at Worst Rolling Year
₹0.94 Cr
₹0.86 Cr
Deepest Drawdown
−20.60%
−30.97%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
54.01%
77.45%
Median Rolling Year
1.42%
21.11%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
L 35% · M 50% · S 14%
Number of Stocks
—
25
Portfolio P/E
—
31.22
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
Top Sectors
—
Financial Services · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
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%