Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Prabhudas-Aqua Strategy
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Prabhudas-Aqua 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%
−0.63%
6 Months
5.01%
8.65%
1 Year
−5.33%
10.66%
3 Years
1.25%
—
5 Years
−1.56%
—
Since Inception
10.94%
22.10%
Fund Age
6 yrs 11 mo
2 yrs 7 mo
AUM
₹122.91 Cr
₹374.18 Cr
Alpha – 1 Year
−8.31%
2.92%
Alpha – 3 Years
−10.64%
—
Information Ratio – 3 Years
-0.98
—
Volatility – 1 Year
16.35%
10.32%
Volatility – 3 Years
16.88%
—
Beta – 1 Year
0.87
0.27
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
-0.59
0.50
Sharpe Ratio – 3 Years
-0.17
—
Worst Rolling Year
-5.79%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−20.60%
−8.56%
Recovery Period
Not yet recovered
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%
L 49% · M 41% · S 9%
Number of Stocks
—
37
Portfolio P/E
—
19.24
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
National Aluminium Company Ltd · 4.36%
Vedanta Ltd · 3.83%
BSE Ltd · 3.78%
Oil & Natural Gas Corpn Ltd · 3.58%
Hindalco Industries Ltd · 3.52%
Top Sectors
—
Financial Services · 22.51%
Metals & Mining · 21.08%
Oil, Gas & Consumable Fuels · 8.89%
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%