Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Turtle Wealth - Profit Mantra
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%
7.48%
6 Months
5.01%
9.42%
1 Year
−5.33%
28.25%
3 Years
1.25%
18.47%
5 Years
−1.56%
21.31%
Since Inception
10.94%
21.69%
Fund Age
6 yrs 11 mo
5 yrs
AUM
₹122.91 Cr
₹79.02 Cr
Alpha – 1 Year
−8.31%
23.53%
Alpha – 3 Years
−10.64%
6.38%
Information Ratio – 3 Years
-0.98
0.27
Volatility – 1 Year
16.35%
18.12%
Volatility – 3 Years
16.88%
27.25%
Beta – 1 Year
0.87
0.87
Beta – 3 Years
0.86
0.86
Sharpe Ratio – 1 Year
-0.59
1.18
Sharpe Ratio – 3 Years
-0.17
0.56
Worst Rolling Year
-5.79%
15.67%
Value at Worst Rolling Year
₹0.94 Cr
₹1.16 Cr
Deepest Drawdown
−20.60%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
54.01%
100.00%
Median Rolling Year
1.42%
25.67%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
L 10% · M 9% · S 69%
Number of Stocks
—
34
Portfolio P/E
—
57.02
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Cash & Cash Equivalent · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
—
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
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%