Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Samvitti-PMS Aggressive Growth
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.36%
10.24%
6 Months
5.01%
31.65%
1 Year
−5.33%
26.47%
3 Years
1.25%
18.72%
5 Years
−1.56%
16.28%
Since Inception
10.94%
14.51%
Fund Age
6 yrs 11 mo
10 yrs 10 mo
AUM
₹122.91 Cr
₹423.36 Cr
Alpha – 1 Year
−8.31%
21.75%
Alpha – 3 Years
−10.64%
6.63%
Information Ratio – 3 Years
-0.98
0.36
Volatility – 1 Year
16.35%
28.25%
Volatility – 3 Years
16.88%
24.90%
Beta – 1 Year
0.87
1.32
Beta – 3 Years
0.86
1.13
Sharpe Ratio – 1 Year
-0.59
0.78
Sharpe Ratio – 3 Years
-0.17
0.60
Worst Rolling Year
-5.79%
-5.98%
Value at Worst Rolling Year
₹0.94 Cr
₹0.94 Cr
Deepest Drawdown
−20.60%
−31.67%
Recovery Period
Not yet recovered
492 days
1-Year Rolling Windows Positive
54.01%
86.69%
Median Rolling Year
1.42%
14.66%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
L 12% · M 6% · S 82%
Number of Stocks
—
62
Portfolio P/E
—
61.63
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
—
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%