Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Renaissance - Midcap Portfolio
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%
3.30%
6 Months
5.01%
9.86%
1 Year
−5.33%
0.86%
3 Years
1.25%
8.29%
5 Years
−1.56%
15.11%
Since Inception
10.94%
11.40%
Fund Age
6 yrs 11 mo
8 yrs 7 mo
AUM
₹122.91 Cr
₹119.22 Cr
Alpha – 1 Year
−8.31%
1.21%
Alpha – 3 Years
−10.64%
−0.71%
Information Ratio – 3 Years
-0.98
-0.05
Volatility – 1 Year
16.35%
21.27%
Volatility – 3 Years
16.88%
19.22%
Beta – 1 Year
0.87
1.20
Beta – 3 Years
0.86
1.19
Sharpe Ratio – 1 Year
-0.59
-0.10
Sharpe Ratio – 3 Years
-0.17
0.25
Worst Rolling Year
-5.79%
0.71%
Value at Worst Rolling Year
₹0.94 Cr
₹1.01 Cr
Deepest Drawdown
−20.60%
−29.07%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
54.01%
99.76%
Median Rolling Year
1.42%
19.48%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
L 2% · M 52% · S 44%
Number of Stocks
—
33
Portfolio P/E
—
31.12
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
—
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 1% / 0%