Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
1.43%
6 Months
24.60%
0.81%
1 Year
7.56%
7.79%
3 Years
20.98%
9.10%
5 Years
—
—
Since Inception
24.10%
17.42%
Fund Age
4 yrs 4 mo
8 yrs 11 mo
AUM
₹3.89 Cr
₹342.11 Cr
Alpha – 1 Year
4.58%
3.07%
Alpha – 3 Years
9.08%
−2.99%
Information Ratio – 3 Years
0.07
0.29
Volatility – 1 Year
32.74%
17.73%
Volatility – 3 Years
27.24%
15.85%
Beta – 1 Year
1.49
1.00
Beta – 3 Years
1.30
0.98
Sharpe Ratio – 1 Year
0.20
0.21
Sharpe Ratio – 3 Years
0.49
0.50
Worst Rolling Year
17.91%
9.10%
Value at Worst Rolling Year
₹1.18 Cr
₹1.09 Cr
Deepest Drawdown
−34.40%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
13.58%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 40% · M 35% · S 22%
Number of Stocks
27
23
Portfolio P/E
52.77
21.69
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%