Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
ValueQuest - Growth
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.36%
1.42%
6 Months
5.01%
31.94%
1 Year
−5.33%
21.84%
3 Years
1.25%
17.21%
5 Years
−1.56%
16.75%
Since Inception
10.94%
18.18%
Fund Age
6 yrs 11 mo
13 yrs 5 mo
AUM
₹122.91 Cr
₹2,035.08 Cr
Alpha – 1 Year
−8.31%
18.86%
Alpha – 3 Years
−10.64%
5.32%
Information Ratio – 3 Years
-0.98
0.50
Volatility – 1 Year
16.35%
24.29%
Volatility – 3 Years
16.88%
19.24%
Beta – 1 Year
0.87
1.15
Beta – 3 Years
0.86
1.04
Sharpe Ratio – 1 Year
-0.59
0.70
Sharpe Ratio – 3 Years
-0.17
0.65
Worst Rolling Year
-5.79%
-15.08%
Value at Worst Rolling Year
₹0.94 Cr
₹0.85 Cr
Deepest Drawdown
−20.60%
−8.16%
Recovery Period
Not yet recovered
15 days
1-Year Rolling Windows Positive
54.01%
82.66%
Median Rolling Year
1.42%
25.54%
5-Year Rolling Windows Positive
83.33%
96.08%
Market-Cap Mix
M 4% · S 79%
L 23% · M 1% · S 69%
Number of Stocks
—
24
Portfolio P/E
—
—
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Acutaas Chemicals Ltd
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
Top Sectors
—
—
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 1% / 1%