Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Marcellus - Rising Giants
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%
0.40%
6 Months
0.81%
4.60%
1 Year
7.79%
−5.85%
3 Years
9.10%
5.64%
5 Years
—
—
Since Inception
17.42%
−0.46%
Fund Age
8 yrs 11 mo
4 yrs 7 mo
AUM
₹342.11 Cr
₹87.75 Cr
Alpha – 1 Year
3.07%
−8.83%
Alpha – 3 Years
−2.99%
−6.25%
Information Ratio – 3 Years
0.29
-0.73
Volatility – 1 Year
17.73%
16.46%
Volatility – 3 Years
15.85%
15.18%
Beta – 1 Year
1.00
0.88
Beta – 3 Years
0.98
0.84
Sharpe Ratio – 1 Year
0.21
-0.62
Sharpe Ratio – 3 Years
0.50
0.08
Worst Rolling Year
9.10%
-2.49%
Value at Worst Rolling Year
₹1.09 Cr
₹0.98 Cr
Deepest Drawdown
−24.26%
−20.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
87.97%
Median Rolling Year
13.58%
5.97%
5-Year Rolling Windows Positive
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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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%