Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Wright Factor Fund
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%
10.96%
6 Months
5.01%
14.84%
1 Year
−5.33%
16.93%
3 Years
1.25%
—
5 Years
−1.56%
—
Since Inception
10.94%
20.33%
Fund Age
6 yrs 11 mo
3 yrs
AUM
₹122.91 Cr
₹214.05 Cr
Alpha – 1 Year
−8.31%
12.21%
Alpha – 3 Years
−10.64%
—
Information Ratio – 3 Years
-0.98
0.51
Volatility – 1 Year
16.35%
22.29%
Volatility – 3 Years
16.88%
21.03%
Beta – 1 Year
0.87
0.97
Beta – 3 Years
0.86
0.97
Sharpe Ratio – 1 Year
-0.59
0.57
Sharpe Ratio – 3 Years
-0.17
0.72
Worst Rolling Year
-5.79%
18.92%
Value at Worst Rolling Year
₹0.94 Cr
₹1.19 Cr
Deepest Drawdown
−20.60%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
54.01%
100.00%
Median Rolling Year
1.42%
19.26%
5-Year Rolling Windows Positive
83.33%
—
Market-Cap Mix
M 4% · S 79%
L 12% · M 21% · S 55%
Number of Stocks
—
25
Portfolio P/E
—
38.40
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
—
—
Fixed Fee
0.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%