Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
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
5.01%
1.43%
6 Months
8.17%
0.81%
1 Year
19.57%
7.79%
3 Years
18.20%
9.10%
5 Years
15.63%
—
Since Inception
14.42%
17.42%
Fund Age
10 yrs 4 mo
8 yrs 11 mo
AUM
₹337.5 Cr
₹342.11 Cr
Alpha – 1 Year
14.85%
3.07%
Alpha – 3 Years
6.11%
−2.99%
Information Ratio – 3 Years
0.93
0.29
Volatility – 1 Year
14.72%
17.73%
Volatility – 3 Years
15.36%
15.85%
Beta – 1 Year
0.78
1.00
Beta – 3 Years
0.92
0.98
Sharpe Ratio – 1 Year
0.93
0.21
Sharpe Ratio – 3 Years
0.83
0.50
Worst Rolling Year
-10.21%
9.10%
Value at Worst Rolling Year
₹0.90 Cr
₹1.09 Cr
Deepest Drawdown
−21.92%
−24.26%
Recovery Period
231 days
Not yet recovered
1-Year Rolling Windows Positive
88.56%
100.00%
Median Rolling Year
16.73%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 49% · M 27% · S 21%
L 40% · M 35% · S 22%
Number of Stocks
23
23
Portfolio P/E
50.96
21.69
Top 5 Holdings
Bharti Airtel Ltd · 7.42%
Eternal Ltd · 7.19%
Multi Commodity Exchange of India Ltd · 6.79%
Cash & Cash Equivalent · 6.57%
Sedemac Mechatronics Ltd · 5.60%
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 · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%