Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
5.01%
8.08%
1 Year
−5.33%
10.16%
3 Years
1.25%
15.60%
5 Years
−1.56%
—
Since Inception
10.94%
19.84%
Fund Age
6 yrs 11 mo
6 yrs 11 mo
AUM
₹122.91 Cr
₹3.18 Cr
Alpha – 1 Year
−8.31%
7.18%
Alpha – 3 Years
−10.64%
3.72%
Information Ratio – 3 Years
-0.98
0.60
Volatility – 1 Year
16.35%
19.93%
Volatility – 3 Years
16.88%
18.09%
Beta – 1 Year
0.87
1.12
Beta – 3 Years
0.86
1.14
Sharpe Ratio – 1 Year
-0.59
0.31
Sharpe Ratio – 3 Years
-0.17
0.60
Worst Rolling Year
-5.79%
14.68%
Value at Worst Rolling Year
₹0.94 Cr
₹1.15 Cr
Deepest Drawdown
−20.60%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
54.01%
100.00%
Median Rolling Year
1.42%
16.30%
5-Year Rolling Windows Positive
83.33%
—
Market-Cap Mix
M 4% · S 79%
L 31% · M 55% · S 12%
Number of Stocks
—
29
Portfolio P/E
—
38.53
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
—
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –