Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Marathon Trends - Trend Following
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
1.43%
6 Months
7.53%
0.81%
1 Year
10.69%
7.79%
3 Years
9.96%
9.10%
5 Years
10.97%
—
Since Inception
20.53%
17.42%
Fund Age
14 yrs 7 mo
8 yrs 11 mo
AUM
₹132.39 Cr
₹342.11 Cr
Alpha – 1 Year
5.97%
3.07%
Alpha – 3 Years
−2.13%
−2.99%
Information Ratio – 3 Years
-0.28
0.29
Volatility – 1 Year
20.88%
17.73%
Volatility – 3 Years
19.08%
15.85%
Beta – 1 Year
1.15
1.00
Beta – 3 Years
1.12
0.98
Sharpe Ratio – 1 Year
0.34
0.21
Sharpe Ratio – 3 Years
0.32
0.50
Worst Rolling Year
-4.87%
9.10%
Value at Worst Rolling Year
₹0.95 Cr
₹1.09 Cr
Deepest Drawdown
−22.42%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 22% · S 18%
L 40% · M 35% · S 22%
Number of Stocks
23
23
Portfolio P/E
60.38
21.69
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
Cash & Cash Equivalent · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
—
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%