Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Silver Arch - India Equity Portfolio
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%
6.91%
6 Months
5.01%
15.63%
1 Year
−5.33%
20.01%
3 Years
1.25%
17.10%
5 Years
−1.56%
15.64%
Since Inception
10.94%
13.05%
Fund Age
6 yrs 11 mo
8 yrs 11 mo
AUM
₹122.91 Cr
₹46.46 Cr
Alpha – 1 Year
−8.31%
15.29%
Alpha – 3 Years
−10.64%
5.01%
Information Ratio – 3 Years
-0.98
0.88
Volatility – 1 Year
16.35%
20.61%
Volatility – 3 Years
16.88%
19.98%
Beta – 1 Year
0.87
0.94
Beta – 3 Years
0.86
1.02
Sharpe Ratio – 1 Year
-0.59
0.73
Sharpe Ratio – 3 Years
-0.17
0.85
Worst Rolling Year
-5.79%
-3.76%
Value at Worst Rolling Year
₹0.94 Cr
₹0.96 Cr
Deepest Drawdown
−20.60%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
54.01%
93.14%
Median Rolling Year
1.42%
19.74%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
L 27% · M 34% · S 33%
Number of Stocks
—
25
Portfolio P/E
—
41.42
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
—
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
0.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%