Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Polaris Human Plus Machine Converged Equity Strategy
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%
9.44%
6 Months
5.01%
2.42%
1 Year
−5.33%
1.29%
3 Years
1.25%
—
5 Years
−1.56%
—
Since Inception
10.94%
23.68%
Fund Age
6 yrs 11 mo
4 mo
AUM
₹122.91 Cr
₹2.91 Cr
Alpha – 1 Year
−8.31%
0.33%
Alpha – 3 Years
−10.64%
—
Information Ratio – 3 Years
-0.98
—
Volatility – 1 Year
16.35%
—
Volatility – 3 Years
16.88%
—
Beta – 1 Year
0.87
—
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
-0.59
—
Sharpe Ratio – 3 Years
-0.17
—
Worst Rolling Year
-5.79%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−20.60%
—
Recovery Period
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%
M 5% · S 92%
Number of Stocks
—
29
Portfolio P/E
—
67.46
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Shilpa Medicare Ltd · 11.42%
Cash & Cash Equivalent · 7.83%
Himadri Speciality Chemical Ltd · 7.42%
Sheela Foam Ltd · 6.84%
Rubicon Research Ltd · 6.78%
Top Sectors
—
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
Fixed Fee
0.00% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%