Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Phillip Ethical India Portfolio
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Phillip Ethical 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%
3.05%
6 Months
5.01%
16.92%
1 Year
−5.33%
10.56%
3 Years
1.25%
6.67%
5 Years
−1.56%
7.52%
Since Inception
10.94%
10.84%
Fund Age
6 yrs 11 mo
8 yrs 8 mo
AUM
₹122.91 Cr
₹10.35 Cr
Alpha – 1 Year
−8.31%
5.86%
Alpha – 3 Years
−10.64%
−4.55%
Information Ratio – 3 Years
-0.98
-0.70
Volatility – 1 Year
16.35%
20.12%
Volatility – 3 Years
16.88%
17.20%
Beta – 1 Year
0.87
1.04
Beta – 3 Years
0.86
0.98
Sharpe Ratio – 1 Year
-0.59
0.33
Sharpe Ratio – 3 Years
-0.17
0.11
Worst Rolling Year
-5.79%
4.20%
Value at Worst Rolling Year
₹0.94 Cr
₹1.04 Cr
Deepest Drawdown
−20.60%
−24.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
54.01%
100.00%
Median Rolling Year
1.42%
14.71%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
L 14% · M 44% · S 40%
Number of Stocks
—
21
Portfolio P/E
—
51.26
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Uno Minda Ltd · 7.68%
Himadri Speciality Chemical Ltd · 6.68%
Coforge Ltd · 6.15%
Garware Hi Tech Films Ltd · 6.12%
KEI Industries Ltd · 5.84%
Top Sectors
—
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
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%