Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
5.01%
24.02%
1 Year
−5.33%
36.06%
3 Years
1.25%
24.43%
5 Years
−1.56%
16.10%
Since Inception
10.94%
15.98%
Fund Age
6 yrs 11 mo
14 yrs 10 mo
AUM
₹122.91 Cr
₹214.08 Cr
Alpha – 1 Year
−8.31%
31.34%
Alpha – 3 Years
−10.64%
12.34%
Information Ratio – 3 Years
-0.98
1.07
Volatility – 1 Year
16.35%
26.85%
Volatility – 3 Years
16.88%
19.70%
Beta – 1 Year
0.87
1.34
Beta – 3 Years
0.86
1.03
Sharpe Ratio – 1 Year
-0.59
1.08
Sharpe Ratio – 3 Years
-0.17
0.96
Worst Rolling Year
-5.79%
-9.81%
Value at Worst Rolling Year
₹0.94 Cr
₹0.90 Cr
Deepest Drawdown
−20.60%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
54.01%
90.43%
Median Rolling Year
1.42%
15.98%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
L 40% · M 33% · S 24%
Number of Stocks
—
31
Portfolio P/E
—
42.55
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
—
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%