Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Piper Serica Advisors - Leader 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%
3.10%
6 Months
5.01%
24.70%
1 Year
−5.33%
21.80%
3 Years
1.25%
16.46%
5 Years
−1.56%
12.29%
Since Inception
10.94%
17.31%
Fund Age
6 yrs 11 mo
7 yrs 2 mo
AUM
₹122.91 Cr
₹328.39 Cr
Alpha – 1 Year
−8.31%
22.15%
Alpha – 3 Years
−10.64%
7.46%
Information Ratio – 3 Years
-0.98
1.55
Volatility – 1 Year
16.35%
22.56%
Volatility – 3 Years
16.88%
18.01%
Beta – 1 Year
0.87
1.10
Beta – 3 Years
0.86
0.98
Sharpe Ratio – 1 Year
-0.59
0.85
Sharpe Ratio – 3 Years
-0.17
1.07
Worst Rolling Year
-5.79%
7.49%
Value at Worst Rolling Year
₹0.94 Cr
₹1.07 Cr
Deepest Drawdown
−20.60%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
54.01%
100.00%
Median Rolling Year
1.42%
17.12%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
—
Number of Stocks
—
16
Portfolio P/E
—
—
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
—
—
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 1%