Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Marcellus - Little Champs
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
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%
12.27%
6 Months
5.01%
−1.13%
1 Year
−5.33%
6.59%
3 Years
1.25%
20.44%
5 Years
−1.56%
16.17%
Since Inception
10.94%
13.07%
Fund Age
6 yrs 11 mo
15 yrs 3 mo
AUM
₹122.91 Cr
—
Alpha – 1 Year
−8.31%
6.87%
Alpha – 3 Years
−10.64%
9.23%
Information Ratio – 3 Years
-0.98
1.61
Volatility – 1 Year
16.35%
20.58%
Volatility – 3 Years
16.88%
16.59%
Beta – 1 Year
0.87
1.21
Beta – 3 Years
0.86
1.13
Sharpe Ratio – 1 Year
-0.59
0.15
Sharpe Ratio – 3 Years
-0.17
0.90
Worst Rolling Year
-5.79%
13.98%
Value at Worst Rolling Year
₹0.94 Cr
₹1.14 Cr
Deepest Drawdown
−20.60%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
54.01%
100.00%
Median Rolling Year
1.42%
19.62%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
L 73% · M 20% · S 7%
Number of Stocks
—
23
Portfolio P/E
—
35.58
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
—
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1.5% / 1% / 0.5%