Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
5.01%
19.55%
1 Year
−5.33%
11.69%
3 Years
1.25%
15.46%
5 Years
−1.56%
—
Since Inception
10.94%
23.05%
Fund Age
6 yrs 11 mo
3 yrs 4 mo
AUM
₹122.91 Cr
₹95.08 Cr
Alpha – 1 Year
−8.31%
8.71%
Alpha – 3 Years
−10.64%
3.58%
Information Ratio – 3 Years
-0.98
0.52
Volatility – 1 Year
16.35%
27.25%
Volatility – 3 Years
16.88%
23.29%
Beta – 1 Year
0.87
1.44
Beta – 3 Years
0.86
1.22
Sharpe Ratio – 1 Year
-0.59
0.33
Sharpe Ratio – 3 Years
-0.17
0.66
Worst Rolling Year
-5.79%
15.47%
Value at Worst Rolling Year
₹0.94 Cr
₹1.15 Cr
Deepest Drawdown
−20.60%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
54.01%
100.00%
Median Rolling Year
1.42%
17.67%
5-Year Rolling Windows Positive
83.33%
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Market-Cap Mix
M 4% · S 79%
—
Number of Stocks
—
—
Portfolio P/E
—
—
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 · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
—
—
Fixed Fee
0.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%