Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Capgrow - Growth
Marathon Trends - Trend Following
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
1.43%
6 Months
3.75%
0.81%
1 Year
−5.76%
7.79%
3 Years
3.98%
9.10%
5 Years
6.05%
—
Since Inception
9.94%
17.42%
Fund Age
7 yrs 9 mo
8 yrs 11 mo
AUM
₹45.09 Cr
₹342.11 Cr
Alpha – 1 Year
−8.74%
3.07%
Alpha – 3 Years
−7.91%
−2.99%
Information Ratio – 3 Years
-1.11
0.29
Volatility – 1 Year
21.69%
17.73%
Volatility – 3 Years
18.00%
15.85%
Beta – 1 Year
1.21
1.00
Beta – 3 Years
1.08
0.98
Sharpe Ratio – 1 Year
-0.42
0.21
Sharpe Ratio – 3 Years
0.01
0.50
Worst Rolling Year
3.08%
9.10%
Value at Worst Rolling Year
₹1.03 Cr
₹1.09 Cr
Deepest Drawdown
−29.01%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.65%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 35% · M 13% · S 51%
L 40% · M 35% · S 22%
Number of Stocks
43
23
Portfolio P/E
—
21.69
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
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 · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%