Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Marathon Trends - Trend Following
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.92%
1.43%
6 Months
16.35%
0.81%
1 Year
29.45%
7.79%
3 Years
—
9.10%
5 Years
—
—
Since Inception
33.72%
17.42%
Fund Age
16 mo
8 yrs 11 mo
AUM
₹17.74 Cr
₹342.11 Cr
Alpha – 1 Year
26.47%
3.07%
Alpha – 3 Years
—
−2.99%
Information Ratio – 3 Years
—
0.29
Volatility – 1 Year
19.66%
17.73%
Volatility – 3 Years
—
15.85%
Beta – 1 Year
0.78
1.00
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
1.14
0.21
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
9.10%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−14.20%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.58%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 2% · S 74%
L 40% · M 35% · S 22%
Number of Stocks
30
23
Portfolio P/E
52.18
21.69
Top 5 Holdings
Cash & Cash Equivalent · 11.00%
Sansera Engineering Ltd · 5.60%
Welspun Corp Ltd · 5.51%
Venus Remedies Ltd · 5.44%
Nippon India ETF Gold BeES · 4.90%
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 · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
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)
3% / 2% / 1%
0% / 0% / 0%