Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.36%
1.73%
6 Months
5.01%
7.38%
1 Year
−5.33%
6.08%
3 Years
1.25%
8.22%
5 Years
−1.56%
7.99%
Since Inception
10.94%
12.63%
Fund Age
6 yrs 11 mo
9 yrs 9 mo
AUM
₹122.91 Cr
₹145.75 Cr
Alpha – 1 Year
−8.31%
1.36%
Alpha – 3 Years
−10.64%
−3.87%
Information Ratio – 3 Years
-0.98
-0.60
Volatility – 1 Year
16.35%
20.08%
Volatility – 3 Years
16.88%
16.27%
Beta – 1 Year
0.87
1.12
Beta – 3 Years
0.86
1.00
Sharpe Ratio – 1 Year
-0.59
0.13
Sharpe Ratio – 3 Years
-0.17
0.24
Worst Rolling Year
-5.79%
-1.76%
Value at Worst Rolling Year
₹0.94 Cr
₹0.98 Cr
Deepest Drawdown
−20.60%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
54.01%
98.75%
Median Rolling Year
1.42%
13.10%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
L 62% · M 20% · S 7%
Number of Stocks
—
25
Portfolio P/E
—
—
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
ICICI Bank Ltd · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
—
—
Fixed Fee
0.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%