Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
ORO - All Weather Portfolio
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.36%
−0.19%
6 Months
5.01%
−0.42%
1 Year
−5.33%
−4.58%
3 Years
1.25%
16.32%
5 Years
−1.56%
13.17%
Since Inception
10.94%
13.94%
Fund Age
6 yrs 11 mo
6 yrs 6 mo
AUM
₹122.91 Cr
₹13.16 Cr
Alpha – 1 Year
−8.31%
−7.56%
Alpha – 3 Years
−10.64%
4.42%
Information Ratio – 3 Years
-0.98
0.49
Volatility – 1 Year
16.35%
16.90%
Volatility – 3 Years
16.88%
17.54%
Beta – 1 Year
0.87
0.86
Beta – 3 Years
0.86
0.99
Sharpe Ratio – 1 Year
-0.59
-0.52
Sharpe Ratio – 3 Years
-0.17
0.69
Worst Rolling Year
-5.79%
3.91%
Value at Worst Rolling Year
₹0.94 Cr
₹1.04 Cr
Deepest Drawdown
−20.60%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
54.01%
100.00%
Median Rolling Year
1.42%
21.20%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
L 66% · M 23%
Number of Stocks
—
20
Portfolio P/E
—
20.74
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
—
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
0.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%