Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
5.01%
6.39%
1 Year
−5.33%
0.37%
3 Years
1.25%
11.18%
5 Years
−1.56%
—
Since Inception
10.94%
4.21%
Fund Age
6 yrs 11 mo
4 yrs 6 mo
AUM
₹122.91 Cr
₹59.82 Cr
Alpha – 1 Year
−8.31%
−2.61%
Alpha – 3 Years
−10.64%
−0.71%
Information Ratio – 3 Years
-0.98
0.13
Volatility – 1 Year
16.35%
22.91%
Volatility – 3 Years
16.88%
17.96%
Beta – 1 Year
0.87
1.09
Beta – 3 Years
0.86
1.01
Sharpe Ratio – 1 Year
-0.59
-0.11
Sharpe Ratio – 3 Years
-0.17
0.38
Worst Rolling Year
-5.79%
3.87%
Value at Worst Rolling Year
₹0.94 Cr
₹1.04 Cr
Deepest Drawdown
−20.60%
−25.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
54.01%
100.00%
Median Rolling Year
1.42%
12.37%
5-Year Rolling Windows Positive
83.33%
—
Market-Cap Mix
M 4% · S 79%
L 40% · M 26% · S 33%
Number of Stocks
—
35
Portfolio P/E
—
45.30
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
ICICI Bank Ltd · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
—
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%