Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Marathon Trends - Trend Following
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
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
0.54%
1.43%
6 Months
3.13%
0.81%
1 Year
3.79%
7.79%
3 Years
10.28%
9.10%
5 Years
10.26%
—
Since Inception
14.16%
17.42%
Fund Age
8 yrs 2 mo
8 yrs 11 mo
AUM
₹1,116.87 Cr
₹342.11 Cr
Alpha – 1 Year
−0.93%
3.07%
Alpha – 3 Years
−1.81%
−2.99%
Information Ratio – 3 Years
-0.53
0.29
Volatility – 1 Year
16.47%
17.73%
Volatility – 3 Years
15.93%
15.85%
Beta – 1 Year
0.94
1.00
Beta – 3 Years
1.02
0.98
Sharpe Ratio – 1 Year
-0.01
0.21
Sharpe Ratio – 3 Years
0.36
0.50
Worst Rolling Year
9.53%
9.10%
Value at Worst Rolling Year
₹1.10 Cr
₹1.09 Cr
Deepest Drawdown
−22.48%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.27%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 29% · S 15%
L 40% · M 35% · S 22%
Number of Stocks
40
23
Portfolio P/E
27.63
21.69
Top 5 Holdings
ICICI Bank Ltd · 5.53%
Bharti Airtel Ltd · 5.15%
Bharat Dynamics Ltd · 4.85%
Cholamandalam Investment & Finance Company Ltd · 4.36%
Torrent Pharmaceuticals Ltd · 4.28%
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 · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
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)
2% / 1% / 0%
0% / 0% / 0%