Portfolio Management Services (PMS)Compare Schemes
Hanut - Fundamental Quant vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Hanut - Fundamental Quant
Marathon Trends - Trend Following
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.57%
1.43%
6 Months
13.27%
0.81%
1 Year
19.25%
7.79%
3 Years
19.26%
9.10%
5 Years
12.69%
—
Since Inception
18.49%
17.42%
Fund Age
7 yrs 3 mo
8 yrs 11 mo
AUM
₹40.18 Cr
₹342.11 Cr
Alpha – 1 Year
14.53%
3.07%
Alpha – 3 Years
7.17%
−2.99%
Information Ratio – 3 Years
0.70
0.29
Volatility – 1 Year
26.49%
17.73%
Volatility – 3 Years
18.75%
15.85%
Beta – 1 Year
1.37
1.00
Beta – 3 Years
1.06
0.98
Sharpe Ratio – 1 Year
0.59
0.21
Sharpe Ratio – 3 Years
0.71
0.50
Worst Rolling Year
12.14%
9.10%
Value at Worst Rolling Year
₹1.12 Cr
₹1.09 Cr
Deepest Drawdown
−15.45%
−24.26%
Recovery Period
24 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.15%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 13% · M 41% · S 44%
L 40% · M 35% · S 22%
Number of Stocks
36
23
Portfolio P/E
41.94
21.69
Top 5 Holdings
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
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 · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%