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) |
|---|---|---|---|
| 3.47% | 0.79 | 16.41% | 68.42% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -6.20% | -9.20% | 4.60% | -10.60% | 15.00% | 24.60% | - | - | 24.70% |
| BSE Small Cap | -2.00% | 1.70% | 17.30% | -1.00% | 27.50% | 29.50% | 29.70% |
QRC Report Card *
| 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 4M | 889 | BSE Small Cap | 24.70% | 15-17 | 8 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 3.71% | 3.67% | 68.42% | 7.38% | 0.99 | 16.41% | 0.05 | 15.43% | 0.86 | 60.53 % |
| Nifty 500 | 1.29% | 4.6% | 5.89% | 0.99 | 13.04% | 0.85 | 57.89 % | |||
| Nifty Midcap 100 | -5.50% | 8.97% | 3.47% | 0.79 | 6.35% | 0.48 | 55.26 % | |||
| Nifty Smallcap 100 | 1.22% | 17.84% | 19.06% | 0.67 | 11.79% | 0.80 | 52.63 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| 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 |
Sector Allocation
| Holding | % |
|---|---|
| Cash | 0.50 |
| Pharma & Healthcare | 6.00 |
| Auto Components | 7.00 |
| Consumer Discretionary | 8.50 |
| Consumer Staples | 9.80 |
| Financials | 18.70 |
| Light Industrials | 20.50 |
| Chemicals | 29.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 0.00 |
| Mid Cap | 82.50 |
| Small Cap | 16.00 |
| Cash | 1.50 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
From the Founders & Managers of Marcellus Investment Managers PMS
Which is the best company through which an investor can invest in Marcellus Little Champs PMS Portfolio ( LCP )?
We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.
Disclaimer
#Returns as of 31 Dec 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 Sep 22.
