Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Unifi BCAD-2-BREAKOUT 20
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%
3.01%
6 Months
5.01%
9.93%
1 Year
−5.33%
7.49%
3 Years
1.25%
9.34%
5 Years
−1.56%
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Since Inception
10.94%
11.87%
Fund Age
6 yrs 11 mo
4 yrs 7 mo
AUM
₹122.91 Cr
₹1,953.44 Cr
Alpha – 1 Year
−8.31%
2.77%
Alpha – 3 Years
−10.64%
−2.75%
Information Ratio – 3 Years
-0.98
-0.26
Volatility – 1 Year
16.35%
19.15%
Volatility – 3 Years
16.88%
16.91%
Beta – 1 Year
0.87
1.06
Beta – 3 Years
0.86
1.03
Sharpe Ratio – 1 Year
-0.59
0.19
Sharpe Ratio – 3 Years
-0.17
0.30
Worst Rolling Year
-5.79%
8.22%
Value at Worst Rolling Year
₹0.94 Cr
₹1.08 Cr
Deepest Drawdown
−20.60%
−20.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
54.01%
100.00%
Median Rolling Year
1.42%
12.78%
5-Year Rolling Windows Positive
83.33%
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Market-Cap Mix
M 4% · S 79%
L 17% · M 8% · S 75%
Number of Stocks
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Portfolio P/E
—
23.80
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Redington Ltd
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
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Fixed Fee
0.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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