Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Tamohara - TIOS
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.36%
3.29%
6 Months
5.01%
14.68%
1 Year
−5.33%
11.65%
3 Years
1.25%
7.09%
5 Years
−1.56%
8.41%
Since Inception
10.94%
10.45%
Fund Age
6 yrs 11 mo
10 yrs 5 mo
AUM
₹122.91 Cr
₹24.48 Cr
Alpha – 1 Year
−8.31%
12.00%
Alpha – 3 Years
−10.64%
−1.90%
Information Ratio – 3 Years
-0.98
-0.12
Volatility – 1 Year
16.35%
20.48%
Volatility – 3 Years
16.88%
16.32%
Beta – 1 Year
0.87
1.11
Beta – 3 Years
0.86
1.00
Sharpe Ratio – 1 Year
-0.59
0.36
Sharpe Ratio – 3 Years
-0.17
0.15
Worst Rolling Year
-5.79%
-5.06%
Value at Worst Rolling Year
₹0.94 Cr
₹0.95 Cr
Deepest Drawdown
−20.60%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
54.01%
92.00%
Median Rolling Year
1.42%
9.94%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
L 41% · M 5% · S 35%
Number of Stocks
—
31
Portfolio P/E
—
28.34
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
—
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –