Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs NMR GROWTH STRATEGY
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
NMR GROWTH STRATEGY
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%
5.30%
6 Months
5.01%
39.16%
1 Year
−5.33%
20.20%
3 Years
1.25%
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5 Years
−1.56%
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Since Inception
10.94%
17.87%
Fund Age
6 yrs 11 mo
19 mo
AUM
₹122.91 Cr
₹82.38 Cr
Alpha – 1 Year
−8.31%
15.48%
Alpha – 3 Years
−10.64%
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Information Ratio – 3 Years
-0.98
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Volatility – 1 Year
16.35%
34.86%
Volatility – 3 Years
16.88%
—
Beta – 1 Year
0.87
1.65
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
-0.59
0.53
Sharpe Ratio – 3 Years
-0.17
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Worst Rolling Year
-5.79%
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Value at Worst Rolling Year
₹0.94 Cr
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Deepest Drawdown
−20.60%
−24.64%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
54.01%
—
Median Rolling Year
1.42%
—
5-Year Rolling Windows Positive
83.33%
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Market-Cap Mix
M 4% · S 79%
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Sanghvi Movers Ltd · 11.58%
Steel Strips Wheels Ltd · 10.85%
Technocraft Industries (India) Ltd · 9.43%
Garware Hi Tech Films Ltd · 8.37%
Surya Roshni Ltd · 8.12%
Top Sectors
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Fixed Fee
0.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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