Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Unifi APJ 20*
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.36%
3.07%
6 Months
5.01%
13.63%
1 Year
−5.33%
10.76%
3 Years
1.25%
13.00%
5 Years
−1.56%
13.13%
Since Inception
10.94%
20.07%
Fund Age
6 yrs 11 mo
10 yrs 11 mo
AUM
₹122.91 Cr
₹942.94 Cr
Alpha – 1 Year
−8.31%
6.04%
Alpha – 3 Years
−10.64%
0.91%
Information Ratio – 3 Years
-0.98
0.27
Volatility – 1 Year
16.35%
18.61%
Volatility – 3 Years
16.88%
17.55%
Beta – 1 Year
0.87
1.02
Beta – 3 Years
0.86
1.01
Sharpe Ratio – 1 Year
-0.59
0.35
Sharpe Ratio – 3 Years
-0.17
0.49
Worst Rolling Year
-5.79%
-10.32%
Value at Worst Rolling Year
₹0.94 Cr
₹0.90 Cr
Deepest Drawdown
−20.60%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
54.01%
95.82%
Median Rolling Year
1.42%
19.87%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
L 15% · M 3% · S 82%
Number of Stocks
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Portfolio P/E
—
21.50
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
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Fixed Fee
0.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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