Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Phillip Capital - Emerging India Portfolio
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%
3.88%
6 Months
5.01%
18.21%
1 Year
−5.33%
11.44%
3 Years
1.25%
9.27%
5 Years
−1.56%
10.90%
Since Inception
10.94%
13.08%
Fund Age
6 yrs 11 mo
9 yrs
AUM
₹122.91 Cr
₹29.3 Cr
Alpha – 1 Year
−8.31%
6.74%
Alpha – 3 Years
−10.64%
−1.95%
Information Ratio – 3 Years
-0.98
-0.21
Volatility – 1 Year
16.35%
23.26%
Volatility – 3 Years
16.88%
18.09%
Beta – 1 Year
0.87
1.21
Beta – 3 Years
0.86
0.98
Sharpe Ratio – 1 Year
-0.59
0.35
Sharpe Ratio – 3 Years
-0.17
0.32
Worst Rolling Year
-5.79%
0.11%
Value at Worst Rolling Year
₹0.94 Cr
₹1.00 Cr
Deepest Drawdown
−20.60%
−21.53%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
54.01%
99.73%
Median Rolling Year
1.42%
15.41%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
L 6% · M 32% · S 55%
Number of Stocks
—
23
Portfolio P/E
—
49.89
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Cash & Cash Equivalent · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
—
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
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%