Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Marathon Trends - Trend Following
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.76%
1.43%
6 Months
25.00%
0.81%
1 Year
17.14%
7.79%
3 Years
16.20%
9.10%
5 Years
15.34%
—
Since Inception
19.60%
17.42%
Fund Age
7 yrs 3 mo
8 yrs 11 mo
AUM
₹127.23 Cr
₹342.11 Cr
Alpha – 1 Year
12.42%
3.07%
Alpha – 3 Years
4.43%
−2.99%
Information Ratio – 3 Years
0.38
0.29
Volatility – 1 Year
23.12%
17.73%
Volatility – 3 Years
20.20%
15.85%
Beta – 1 Year
1.18
1.00
Beta – 3 Years
1.05
0.98
Sharpe Ratio – 1 Year
0.56
0.21
Sharpe Ratio – 3 Years
0.61
0.50
Worst Rolling Year
13.55%
9.10%
Value at Worst Rolling Year
₹1.14 Cr
₹1.09 Cr
Deepest Drawdown
−26.74%
−24.26%
Recovery Period
143 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.50%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 26% · M 19% · S 50%
L 40% · M 35% · S 22%
Number of Stocks
101
23
Portfolio P/E
52.20
21.69
Top 5 Holdings
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
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
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
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%