Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Purnartha Vision 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%
5.60%
6 Months
5.01%
9.69%
1 Year
−5.33%
14.36%
3 Years
1.25%
13.50%
5 Years
−1.56%
8.53%
Since Inception
10.94%
11.34%
Fund Age
6 yrs 11 mo
5 yrs 5 mo
AUM
₹122.91 Cr
₹190.75 Cr
Alpha – 1 Year
−8.31%
9.64%
Alpha – 3 Years
−10.64%
1.41%
Information Ratio – 3 Years
-0.98
0.20
Volatility – 1 Year
16.35%
24.59%
Volatility – 3 Years
16.88%
18.73%
Beta – 1 Year
0.87
1.16
Beta – 3 Years
0.86
1.03
Sharpe Ratio – 1 Year
-0.59
0.44
Sharpe Ratio – 3 Years
-0.17
0.52
Worst Rolling Year
-5.79%
8.91%
Value at Worst Rolling Year
₹0.94 Cr
₹1.09 Cr
Deepest Drawdown
−20.60%
−18.32%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
54.01%
100.00%
Median Rolling Year
1.42%
13.01%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
L 16% · M 12% · S 39%
Number of Stocks
—
—
Portfolio P/E
—
25.84
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services 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%