Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
ORO-Alpha Value
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%
0.44%
6 Months
5.01%
5.47%
1 Year
−5.33%
6.35%
3 Years
1.25%
—
5 Years
−1.56%
—
Since Inception
10.94%
6.04%
Fund Age
6 yrs 11 mo
3 yrs 8 mo
AUM
₹122.91 Cr
₹1.28 Cr
Alpha – 1 Year
−8.31%
3.37%
Alpha – 3 Years
−10.64%
—
Information Ratio – 3 Years
-0.98
—
Volatility – 1 Year
16.35%
17.26%
Volatility – 3 Years
16.88%
15.80%
Beta – 1 Year
0.87
0.95
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
-0.59
0.12
Sharpe Ratio – 3 Years
-0.17
0.10
Worst Rolling Year
-5.79%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−20.60%
−17.83%
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%
—
Market-Cap Mix
M 4% · S 79%
L 42% · M 17% · S 27%
Number of Stocks
—
24
Portfolio P/E
—
39.38
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
—
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%