Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
Marathon Trends - Trend Following
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 7.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.25%
1.43%
6 Months
3.36%
0.81%
1 Year
7.71%
7.79%
3 Years
10.42%
9.10%
5 Years
9.09%
—
Since Inception
10.42%
17.42%
Fund Age
16 yrs 11 mo
8 yrs 11 mo
AUM
₹257.93 Cr
₹342.11 Cr
Alpha – 1 Year
0.40%
3.07%
Alpha – 3 Years
2.97%
−2.99%
Information Ratio – 3 Years
2.62
0.29
Volatility – 1 Year
1.99%
17.73%
Volatility – 3 Years
1.94%
15.85%
Beta – 1 Year
0.35
1.00
Beta – 3 Years
0.35
0.98
Sharpe Ratio – 1 Year
1.45
0.21
Sharpe Ratio – 3 Years
3.79
0.50
Worst Rolling Year
7.00%
9.10%
Value at Worst Rolling Year
₹1.07 Cr
₹1.09 Cr
Deepest Drawdown
—
−24.26%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.56%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 40% · M 35% · S 22%
Number of Stocks
—
23
Portfolio P/E
—
21.69
Top 5 Holdings
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
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 · 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)
0% / 0% / 0%
0% / 0% / 0%