Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Right Horizons - Super Value Fund
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%
3.00%
6 Months
5.01%
20.83%
1 Year
−5.33%
12.18%
3 Years
1.25%
13.97%
5 Years
−1.56%
17.12%
Since Inception
10.94%
15.75%
Fund Age
6 yrs 11 mo
13 yrs 8 mo
AUM
₹122.91 Cr
₹205.48 Cr
Alpha – 1 Year
−8.31%
9.20%
Alpha – 3 Years
−10.64%
2.09%
Information Ratio – 3 Years
-0.98
0.40
Volatility – 1 Year
16.35%
27.53%
Volatility – 3 Years
16.88%
22.15%
Beta – 1 Year
0.87
1.45
Beta – 3 Years
0.86
1.20
Sharpe Ratio – 1 Year
-0.59
0.35
Sharpe Ratio – 3 Years
-0.17
0.55
Worst Rolling Year
-5.79%
-9.57%
Value at Worst Rolling Year
₹0.94 Cr
₹0.90 Cr
Deepest Drawdown
−20.60%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
54.01%
93.51%
Median Rolling Year
1.42%
17.67%
5-Year Rolling Windows Positive
83.33%
99.05%
Market-Cap Mix
M 4% · S 79%
L 17% · M 21% · S 60%
Number of Stocks
—
30
Portfolio P/E
—
46.79
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
—
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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% / 0%