Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.43%
0.50%
6 Months
0.81%
2.02%
1 Year
7.79%
0.60%
3 Years
9.10%
8.21%
5 Years
—
5.75%
Since Inception
17.42%
9.73%
Fund Age
8 yrs 11 mo
6 yrs
AUM
₹342.11 Cr
₹128.19 Cr
Alpha – 1 Year
3.07%
1.03%
Alpha – 3 Years
−2.99%
−0.36%
Information Ratio – 3 Years
0.29
0.12
Volatility – 1 Year
17.73%
19.24%
Volatility – 3 Years
15.85%
14.76%
Beta – 1 Year
1.00
1.13
Beta – 3 Years
0.98
0.95
Sharpe Ratio – 1 Year
0.21
-0.16
Sharpe Ratio – 3 Years
0.50
0.24
Worst Rolling Year
9.10%
0.20%
Value at Worst Rolling Year
₹1.09 Cr
₹1.00 Cr
Deepest Drawdown
−24.26%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
13.58%
8.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
Top Sectors
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)
0% / 0% / 0%
0% / 0% / 0%