Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Purnartha Pratham Strategy
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%
5.49%
6 Months
5.01%
9.46%
1 Year
−5.33%
17.52%
3 Years
1.25%
14.28%
5 Years
−1.56%
9.02%
Since Inception
10.94%
12.49%
Fund Age
6 yrs 11 mo
5 yrs 11 mo
AUM
₹122.91 Cr
₹1,633.45 Cr
Alpha – 1 Year
−8.31%
12.80%
Alpha – 3 Years
−10.64%
2.19%
Information Ratio – 3 Years
-0.98
0.28
Volatility – 1 Year
16.35%
23.87%
Volatility – 3 Years
16.88%
18.97%
Beta – 1 Year
0.87
1.12
Beta – 3 Years
0.86
1.06
Sharpe Ratio – 1 Year
-0.59
0.57
Sharpe Ratio – 3 Years
-0.17
0.55
Worst Rolling Year
-5.79%
7.21%
Value at Worst Rolling Year
₹0.94 Cr
₹1.07 Cr
Deepest Drawdown
−20.60%
−20.29%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
54.01%
100.00%
Median Rolling Year
1.42%
13.49%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
L 14% · M 11% · S 40%
Number of Stocks
—
—
Portfolio P/E
—
24.05
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%