Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.36%
4.41%
6 Months
5.01%
0.07%
1 Year
−5.33%
4.08%
3 Years
1.25%
6.47%
5 Years
−1.56%
—
Since Inception
10.94%
11.08%
Fund Age
6 yrs 11 mo
6 yrs 6 mo
AUM
₹122.91 Cr
₹1.91 Cr
Alpha – 1 Year
−8.31%
4.51%
Alpha – 3 Years
−10.64%
−2.09%
Information Ratio – 3 Years
-0.98
-0.44
Volatility – 1 Year
16.35%
16.64%
Volatility – 3 Years
16.88%
14.35%
Beta – 1 Year
0.87
0.98
Beta – 3 Years
0.86
1.00
Sharpe Ratio – 1 Year
-0.59
-0.01
Sharpe Ratio – 3 Years
-0.17
0.13
Worst Rolling Year
-5.79%
5.64%
Value at Worst Rolling Year
₹0.94 Cr
₹1.06 Cr
Deepest Drawdown
−20.60%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
54.01%
100.00%
Median Rolling Year
1.42%
7.94%
5-Year Rolling Windows Positive
83.33%
—
Market-Cap Mix
M 4% · S 79%
L 90% · M 7%
Number of Stocks
—
50
Portfolio P/E
—
26.76
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
—
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / –