Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Marathon Trends - Trend Following
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
1.43%
6 Months
3.88%
0.81%
1 Year
−7.98%
7.79%
3 Years
11.06%
9.10%
5 Years
10.06%
—
Since Inception
11.56%
17.42%
Fund Age
5 yrs 3 mo
8 yrs 11 mo
AUM
₹106.37 Cr
₹342.11 Cr
Alpha – 1 Year
−10.96%
3.07%
Alpha – 3 Years
−0.82%
−2.99%
Information Ratio – 3 Years
0.00
0.29
Volatility – 1 Year
16.00%
17.73%
Volatility – 3 Years
17.59%
15.85%
Beta – 1 Year
0.79
1.00
Beta – 3 Years
0.97
0.98
Sharpe Ratio – 1 Year
-0.78
0.21
Sharpe Ratio – 3 Years
0.42
0.50
Worst Rolling Year
—
9.10%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−24.26%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.58%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 40% · M 35% · S 22%
Number of Stocks
—
23
Portfolio P/E
—
21.69
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%