Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
ValueQuest - Platinum
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%
2.62%
6 Months
5.01%
20.31%
1 Year
−5.33%
5.50%
3 Years
1.25%
14.22%
5 Years
−1.56%
16.13%
Since Inception
10.94%
18.70%
Fund Age
6 yrs 11 mo
9 yrs 8 mo
AUM
₹122.91 Cr
₹3,491.64 Cr
Alpha – 1 Year
−8.31%
2.52%
Alpha – 3 Years
−10.64%
2.33%
Information Ratio – 3 Years
-0.98
0.19
Volatility – 1 Year
16.35%
25.24%
Volatility – 3 Years
16.88%
21.26%
Beta – 1 Year
0.87
1.29
Beta – 3 Years
0.86
1.17
Sharpe Ratio – 1 Year
-0.59
0.11
Sharpe Ratio – 3 Years
-0.17
0.48
Worst Rolling Year
-5.79%
-9.34%
Value at Worst Rolling Year
₹0.94 Cr
₹0.91 Cr
Deepest Drawdown
−20.60%
−6.25%
Recovery Period
Not yet recovered
13 days
1-Year Rolling Windows Positive
54.01%
93.29%
Median Rolling Year
1.42%
15.30%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
L 23% · M 15% · S 57%
Number of Stocks
—
30
Portfolio P/E
—
—
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics 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%