Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Profusion Multi Strategy PMS
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Profusion Multi Strategy PMS
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%
0.32%
6 Months
5.01%
4.47%
1 Year
−5.33%
−9.70%
3 Years
1.25%
—
5 Years
−1.56%
—
Since Inception
10.94%
13.40%
Fund Age
6 yrs 11 mo
2 yrs 8 mo
AUM
₹122.91 Cr
₹11.72 Cr
Alpha – 1 Year
−8.31%
−4.20%
Alpha – 3 Years
−10.64%
—
Information Ratio – 3 Years
-0.98
—
Volatility – 1 Year
16.35%
9.16%
Volatility – 3 Years
16.88%
—
Beta – 1 Year
0.87
0.51
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
-0.59
-1.67
Sharpe Ratio – 3 Years
-0.17
—
Worst Rolling Year
-5.79%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−20.60%
−14.15%
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 17% · M 21% · S 9%
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
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
Top Sectors
—
Financial Services · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
Fixed Fee
0.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%