Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
Marathon Trends - Trend Following
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.92%
1.43%
6 Months
32.15%
0.81%
1 Year
16.77%
7.79%
3 Years
19.00%
9.10%
5 Years
20.10%
—
Since Inception
27.01%
17.42%
Fund Age
6 yrs 10 mo
8 yrs 11 mo
AUM
₹247.64 Cr
₹342.11 Cr
Alpha – 1 Year
13.79%
3.07%
Alpha – 3 Years
7.10%
−2.99%
Information Ratio – 3 Years
0.30
0.29
Volatility – 1 Year
39.13%
17.73%
Volatility – 3 Years
29.47%
15.85%
Beta – 1 Year
1.87
1.00
Beta – 3 Years
1.36
0.98
Sharpe Ratio – 1 Year
0.42
0.21
Sharpe Ratio – 3 Years
0.55
0.50
Worst Rolling Year
15.03%
9.10%
Value at Worst Rolling Year
₹1.15 Cr
₹1.09 Cr
Deepest Drawdown
−35.86%
−24.26%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 80%
L 40% · M 35% · S 22%
Number of Stocks
42
23
Portfolio P/E
42.30
21.69
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%