Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Composite India - GARP 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
3.99%
1.43%
6 Months
22.77%
0.81%
1 Year
24.21%
7.79%
3 Years
13.20%
9.10%
5 Years
12.56%
—
Since Inception
18.69%
17.42%
Fund Age
7 yrs 4 mo
8 yrs 11 mo
AUM
₹114.64 Cr
₹342.11 Cr
Alpha – 1 Year
19.49%
3.07%
Alpha – 3 Years
1.43%
−2.99%
Information Ratio – 3 Years
0.12
0.29
Volatility – 1 Year
24.82%
17.73%
Volatility – 3 Years
21.64%
15.85%
Beta – 1 Year
1.34
1.00
Beta – 3 Years
1.13
0.98
Sharpe Ratio – 1 Year
0.78
0.21
Sharpe Ratio – 3 Years
0.46
0.50
Worst Rolling Year
10.43%
9.10%
Value at Worst Rolling Year
₹1.10 Cr
₹1.09 Cr
Deepest Drawdown
−24.42%
−24.26%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.16%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 28% · S 47%
L 40% · M 35% · S 22%
Number of Stocks
32
23
Portfolio P/E
37.13
21.69
Top 5 Holdings
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
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 · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
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%