Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Solidarity Advisors - Prudence
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%
8.45%
6 Months
5.01%
29.49%
1 Year
−5.33%
37.09%
3 Years
1.25%
18.49%
5 Years
−1.56%
12.39%
Since Inception
10.94%
18.64%
Fund Age
6 yrs 11 mo
10 yrs 3 mo
AUM
₹122.91 Cr
₹1,760.35 Cr
Alpha – 1 Year
−8.31%
32.37%
Alpha – 3 Years
−10.64%
6.40%
Information Ratio – 3 Years
-0.98
0.52
Volatility – 1 Year
16.35%
25.02%
Volatility – 3 Years
16.88%
18.27%
Beta – 1 Year
0.87
1.22
Beta – 3 Years
0.86
0.89
Sharpe Ratio – 1 Year
-0.59
1.18
Sharpe Ratio – 3 Years
-0.17
0.74
Worst Rolling Year
-5.79%
-0.28%
Value at Worst Rolling Year
₹0.94 Cr
₹1.00 Cr
Deepest Drawdown
−20.60%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
54.01%
99.89%
Median Rolling Year
1.42%
16.20%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
L 11% · S 71%
Number of Stocks
—
13
Portfolio P/E
—
41.36
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
—
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
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%