Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.43%
0.36%
6 Months
0.81%
5.01%
1 Year
7.79%
−5.33%
3 Years
9.10%
1.25%
5 Years
—
−1.56%
Since Inception
17.42%
10.94%
Fund Age
8 yrs 11 mo
6 yrs 11 mo
AUM
₹342.11 Cr
₹122.91 Cr
Alpha – 1 Year
3.07%
−8.31%
Alpha – 3 Years
−2.99%
−10.64%
Information Ratio – 3 Years
0.29
-0.98
Volatility – 1 Year
17.73%
16.35%
Volatility – 3 Years
15.85%
16.88%
Beta – 1 Year
1.00
0.87
Beta – 3 Years
0.98
0.86
Sharpe Ratio – 1 Year
0.21
-0.59
Sharpe Ratio – 3 Years
0.50
-0.17
Worst Rolling Year
9.10%
-5.79%
Value at Worst Rolling Year
₹1.09 Cr
₹0.94 Cr
Deepest Drawdown
−24.26%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
13.58%
1.42%
5-Year Rolling Windows Positive
—
83.33%
Market-Cap Mix
L 40% · M 35% · S 22%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%