Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Phillip Income Builder Portfolio
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Phillip Income Builder Portfolio
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.36%
0.82%
6 Months
5.01%
5.10%
1 Year
−5.33%
10.73%
3 Years
1.25%
13.62%
5 Years
−1.56%
—
Since Inception
10.94%
13.76%
Fund Age
6 yrs 11 mo
3 yrs
AUM
₹122.91 Cr
₹261.91 Cr
Alpha – 1 Year
−8.31%
5.53%
Alpha – 3 Years
−10.64%
6.73%
Information Ratio – 3 Years
-0.98
2.55
Volatility – 1 Year
16.35%
1.39%
Volatility – 3 Years
16.88%
1.55%
Beta – 1 Year
0.87
0.39
Beta – 3 Years
0.86
0.13
Sharpe Ratio – 1 Year
-0.59
3.51
Sharpe Ratio – 3 Years
-0.17
4.91
Worst Rolling Year
-5.79%
13.63%
Value at Worst Rolling Year
₹0.94 Cr
₹1.14 Cr
Deepest Drawdown
−20.60%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
54.01%
100.00%
Median Rolling Year
1.42%
13.72%
5-Year Rolling Windows Positive
83.33%
—
Market-Cap Mix
M 4% · S 79%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
11% Kosamattam · 0.00%
Muthoot Fincorp Ltd. 10.45% DB REDEEM 24/12/2032 INR 10000 · 0.00%
Indostar Capital Finance Ltd 10.30% DB REDEEM 25/09/2027 INR 1000 · 0.00%
Navi Finserv Ltd. 10.75% DB REDEEM 19/08/2028 INR 10000 · 0.00%
MUTHOOTTU MINI FINANCIERS LTD 9.25 NCD 18SP27 FVRS10000 · 0.00%
Top Sectors
—
—
Fixed Fee
0.00% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%