Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Sundaram Alternate - SELF
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.36%
7.67%
6 Months
5.01%
27.70%
1 Year
−5.33%
47.52%
3 Years
1.25%
23.98%
5 Years
−1.56%
15.87%
Since Inception
10.94%
18.55%
Fund Age
6 yrs 11 mo
16 yrs 2 mo
AUM
₹122.91 Cr
₹1,022.92 Cr
Alpha – 1 Year
−8.31%
42.80%
Alpha – 3 Years
−10.64%
11.89%
Information Ratio – 3 Years
-0.98
1.12
Volatility – 1 Year
16.35%
28.29%
Volatility – 3 Years
16.88%
20.76%
Beta – 1 Year
0.87
1.36
Beta – 3 Years
0.86
1.07
Sharpe Ratio – 1 Year
-0.59
1.33
Sharpe Ratio – 3 Years
-0.17
0.99
Worst Rolling Year
-5.79%
-4.58%
Value at Worst Rolling Year
₹0.94 Cr
₹0.95 Cr
Deepest Drawdown
−20.60%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
54.01%
97.86%
Median Rolling Year
1.42%
18.35%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
L 22% · M 32% · S 42%
Number of Stocks
—
26
Portfolio P/E
—
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
—
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%