Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
SageOne - Core Portfolio
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.36%
11.42%
6 Months
5.01%
35.03%
1 Year
−5.33%
37.21%
3 Years
1.25%
27.05%
5 Years
−1.56%
21.76%
Since Inception
10.94%
19.33%
Fund Age
6 yrs 11 mo
6 yrs 10 mo
AUM
₹122.91 Cr
₹2,975 Cr
Alpha – 1 Year
−8.31%
23.77%
Alpha – 3 Years
−10.64%
6.78%
Information Ratio – 3 Years
-0.98
5.24
Volatility – 1 Year
16.35%
18.59%
Volatility – 3 Years
16.88%
19.39%
Beta – 1 Year
0.87
1.23
Beta – 3 Years
0.86
1.12
Sharpe Ratio – 1 Year
-0.59
1.44
Sharpe Ratio – 3 Years
-0.17
0.98
Worst Rolling Year
-5.79%
-6.18%
Value at Worst Rolling Year
₹0.94 Cr
₹0.94 Cr
Deepest Drawdown
−20.60%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
54.01%
92.59%
Median Rolling Year
1.42%
23.96%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
—
Number of Stocks
—
14
Portfolio P/E
—
25.70
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
—
Top Sectors
—
—
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%