Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
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
0.64%
1.43%
6 Months
21.51%
0.81%
1 Year
15.87%
7.79%
3 Years
14.38%
9.10%
5 Years
17.96%
—
Since Inception
16.82%
17.42%
Fund Age
8 yrs 9 mo
8 yrs 11 mo
AUM
₹1,503.25 Cr
₹342.11 Cr
Alpha – 1 Year
11.15%
3.07%
Alpha – 3 Years
2.29%
−2.99%
Information Ratio – 3 Years
0.39
0.29
Volatility – 1 Year
27.51%
17.73%
Volatility – 3 Years
22.70%
15.85%
Beta – 1 Year
1.48
1.00
Beta – 3 Years
1.25
0.98
Sharpe Ratio – 1 Year
0.47
0.21
Sharpe Ratio – 3 Years
0.50
0.50
Worst Rolling Year
1.64%
9.10%
Value at Worst Rolling Year
₹1.02 Cr
₹1.09 Cr
Deepest Drawdown
−24.39%
−24.26%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
L 40% · M 35% · S 22%
Number of Stocks
17
23
Portfolio P/E
—
21.69
Top 5 Holdings
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
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
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%