Marcellus Little Champs PMS aims to identity small-cap companies (Market cap <US$500 Million or approx. 3500 Cr ) with excellent corporate governance and capital allocation track record and strong sustainable competitive advantages built around brands, business processes and strategic asset.
|Alpha (1Y)||Beta (1Y)||Standard Deviation (1Y)||% of +ve Months (SI)|
Performance Table #
|Trailing Returns (%)||1m return||3m return||6m return||1y return||2y return||3y return||5y return||10y return||Since inception return|
|BSE Small Cap||6.1%||9.1%||8.0%||7.3%||42.5%||32.9%|
|Strategy||Category||Fund Manager||Date of Inception||Age Of PMS||Corpus (in Cr, approx)||Benchmark||Returns SI (CAGR)||Stocks In Portfolio||Sectors In Portfolio|
|Marcellus Investment Managers Little Champs||Mid & Small Cap||Ashvin Shetty||29 August 2019||3Y 0M||983||BSE Small Cap||32.3%||15-17||8|
|Portfolio Quality (Q)||Portfolio Risk (R)||Portfolio Consistency (C)|
|Index||Category Alpha (1Y)||Relative Alpha (1Y)||
% of +ve Months
|Alpha (1Y)||Beta (1Y)||
Standard Deviation (1Y)
Sharpe Ratio (1Y)
|Alpha (SI)||Information Ratio (SI)||Consistency Ratio %|
|Nifty 50||4.15%||-7.71%||68.57%||-3.56%||0.41||14.77%||-0.46||13.84%||0.75||57.14 %|
|Nifty 500||3.21%||-5.76%||-2.55%||0.98||12.19%||0.76||54.29 %|
|Nifty Midcap 100||-1.33%||0.06%||-1.27%||0.75||6.99%||0.52||57.14 %|
|Nifty Smallcap 100||2.59%||7.46%||10.05%||0.60||10.59%||0.70||48.57 %|
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
|Aavas Financiers Ltd.||9.00|
|Alkyl Amines Chemicals Ltd.||9.00|
|GMM Pfaudler Ltd.||9.00|
|V-Mart Retail Ltd.||8.50|
|Fine Organic Industries Ltd.||7.00|
|Top 5 Equity Holdings||42.50|
|Pharma & Healthcare||6.00|
Market Cap Allocation
From the Founders & Managers of Marcellus Investment Managers PMS
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#Returns as of 31 Aug 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Jun 22.