Portfolio Management Services (PMS)Compare Schemes
Mansi share-seven islands PMS vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Mansi share-seven islands PMS
Marathon Trends - Trend Following
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.10%
1.43%
6 Months
29.13%
0.81%
1 Year
20.96%
7.79%
3 Years
17.22%
9.10%
5 Years
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—
Since Inception
23.59%
17.42%
Fund Age
3 yrs 7 mo
8 yrs 11 mo
AUM
₹147.56 Cr
₹342.11 Cr
Alpha – 1 Year
16.24%
3.07%
Alpha – 3 Years
5.13%
−2.99%
Information Ratio – 3 Years
0.33
0.29
Volatility – 1 Year
30.80%
17.73%
Volatility – 3 Years
25.65%
15.85%
Beta – 1 Year
1.54
1.00
Beta – 3 Years
1.41
0.98
Sharpe Ratio – 1 Year
0.58
0.21
Sharpe Ratio – 3 Years
0.54
0.50
Worst Rolling Year
15.38%
9.10%
Value at Worst Rolling Year
₹1.15 Cr
₹1.09 Cr
Deepest Drawdown
−28.52%
−24.26%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
13.58%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 63% · M 11% · S 17%
L 40% · M 35% · S 22%
Number of Stocks
18
23
Portfolio P/E
—
21.69
Top 5 Holdings
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
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 · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
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)
3% / 2% / 1%
0% / 0% / 0%