Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Marcellus - Consistent Compounders
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Marcellus - Consistent Compounders
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.43%
4.02%
6 Months
0.81%
10.61%
1 Year
7.79%
3.27%
3 Years
9.10%
5.81%
5 Years
—
4.77%
Since Inception
17.42%
12.23%
Fund Age
8 yrs 11 mo
7 yrs 7 mo
AUM
₹342.11 Cr
₹1,666.24 Cr
Alpha – 1 Year
3.07%
3.70%
Alpha – 3 Years
−2.99%
−2.76%
Information Ratio – 3 Years
0.29
-0.29
Volatility – 1 Year
17.73%
19.50%
Volatility – 3 Years
15.85%
16.37%
Beta – 1 Year
1.00
1.09
Beta – 3 Years
0.98
1.05
Sharpe Ratio – 1 Year
0.21
-0.02
Sharpe Ratio – 3 Years
0.50
0.10
Worst Rolling Year
9.10%
0.36%
Value at Worst Rolling Year
₹1.09 Cr
₹1.00 Cr
Deepest Drawdown
−24.26%
−23.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.77%
Median Rolling Year
13.58%
8.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 42% · M 32% · S 25%
Number of Stocks
23
—
Portfolio P/E
21.69
—
Top 5 Holdings
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%
Trent Ltd · 8.00%
Divis Laboratories Ltd · 8.00%
Narayana Hrudayalaya Ltd · 7.50%
Asian Paints Ltd · 7.00%
Tube Investments of India Ltd · 7.00%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%