Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
5.01%
13.10%
1 Year
−5.33%
18.11%
3 Years
1.25%
14.56%
5 Years
−1.56%
8.71%
Since Inception
10.94%
13.67%
Fund Age
6 yrs 11 mo
11 yrs 2 mo
AUM
₹122.91 Cr
₹138.06 Cr
Alpha – 1 Year
−8.31%
18.46%
Alpha – 3 Years
−10.64%
5.57%
Information Ratio – 3 Years
-0.98
0.62
Volatility – 1 Year
16.35%
22.83%
Volatility – 3 Years
16.88%
16.72%
Beta – 1 Year
0.87
1.29
Beta – 3 Years
0.86
1.00
Sharpe Ratio – 1 Year
-0.59
0.61
Sharpe Ratio – 3 Years
-0.17
0.55
Worst Rolling Year
-5.79%
-8.44%
Value at Worst Rolling Year
₹0.94 Cr
₹0.92 Cr
Deepest Drawdown
−20.60%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
54.01%
92.53%
Median Rolling Year
1.42%
13.06%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
L 38% · M 14% · S 45%
Number of Stocks
—
18
Portfolio P/E
—
38.70
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
0.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%