Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Quest Investment Managers – Multi
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.36%
6.28%
6 Months
5.01%
16.32%
1 Year
−5.33%
11.67%
3 Years
1.25%
19.26%
5 Years
−1.56%
13.96%
Since Inception
10.94%
16.00%
Fund Age
6 yrs 11 mo
12 yrs
AUM
₹122.91 Cr
₹725.3 Cr
Alpha – 1 Year
−8.31%
6.95%
Alpha – 3 Years
−10.64%
7.18%
Information Ratio – 3 Years
-0.98
0.87
Volatility – 1 Year
16.35%
21.97%
Volatility – 3 Years
16.88%
19.77%
Beta – 1 Year
0.87
1.15
Beta – 3 Years
0.86
1.13
Sharpe Ratio – 1 Year
-0.59
0.37
Sharpe Ratio – 3 Years
-0.17
0.73
Worst Rolling Year
-5.79%
-10.23%
Value at Worst Rolling Year
₹0.94 Cr
₹0.90 Cr
Deepest Drawdown
−20.60%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
54.01%
93.09%
Median Rolling Year
1.42%
18.93%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
L 29% · M 26% · S 42%
Number of Stocks
—
34
Portfolio P/E
—
42.87
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
—
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%