Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Tulsian - PMS
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.36%
2.21%
6 Months
5.01%
21.04%
1 Year
−5.33%
21.34%
3 Years
1.25%
19.08%
5 Years
−1.56%
23.67%
Since Inception
10.94%
—
Fund Age
6 yrs 11 mo
6 yrs 4 mo
AUM
₹122.91 Cr
₹364.08 Cr
Alpha – 1 Year
−8.31%
21.69%
Alpha – 3 Years
−10.64%
10.08%
Information Ratio – 3 Years
-0.98
0.52
Volatility – 1 Year
16.35%
32.28%
Volatility – 3 Years
16.88%
28.08%
Beta – 1 Year
0.87
1.47
Beta – 3 Years
0.86
1.60
Sharpe Ratio – 1 Year
-0.59
0.58
Sharpe Ratio – 3 Years
-0.17
0.57
Worst Rolling Year
-5.79%
15.61%
Value at Worst Rolling Year
₹0.94 Cr
₹1.16 Cr
Deepest Drawdown
−20.60%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
54.01%
100.00%
Median Rolling Year
1.42%
28.21%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
L 90% · M 10%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
—
—
Fixed Fee
0.00% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%