Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.36%
3.42%
6 Months
5.01%
2.89%
1 Year
−5.33%
2.59%
3 Years
1.25%
10.39%
5 Years
−1.56%
8.86%
Since Inception
10.94%
11.13%
Fund Age
6 yrs 11 mo
5 yrs 6 mo
AUM
₹122.91 Cr
₹63.54 Cr
Alpha – 1 Year
−8.31%
−0.39%
Alpha – 3 Years
−10.64%
−1.50%
Information Ratio – 3 Years
-0.98
-0.34
Volatility – 1 Year
16.35%
16.68%
Volatility – 3 Years
16.88%
13.79%
Beta – 1 Year
0.87
0.95
Beta – 3 Years
0.86
0.88
Sharpe Ratio – 1 Year
-0.59
-0.09
Sharpe Ratio – 3 Years
-0.17
0.40
Worst Rolling Year
-5.79%
6.98%
Value at Worst Rolling Year
₹0.94 Cr
₹1.07 Cr
Deepest Drawdown
−20.60%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
54.01%
100.00%
Median Rolling Year
1.42%
12.50%
5-Year Rolling Windows Positive
83.33%
100.00%
Market-Cap Mix
M 4% · S 79%
L 69% · M 25% · S 5%
Number of Stocks
—
40
Portfolio P/E
—
30.67
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
ICICI Bank Ltd · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
—
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%