Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs MASK Prime Picks
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
MASK Prime Picks
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.43%
1.74%
6 Months
0.81%
3.03%
1 Year
7.79%
3.99%
3 Years
9.10%
8.85%
5 Years
—
8.35%
Since Inception
17.42%
10.50%
Fund Age
8 yrs 11 mo
8 yrs 2 mo
AUM
₹342.11 Cr
₹274.26 Cr
Alpha – 1 Year
3.07%
−0.73%
Alpha – 3 Years
−2.99%
−3.23%
Information Ratio – 3 Years
0.29
-0.72
Volatility – 1 Year
17.73%
15.72%
Volatility – 3 Years
15.85%
15.15%
Beta – 1 Year
1.00
0.89
Beta – 3 Years
0.98
0.94
Sharpe Ratio – 1 Year
0.21
-0.08
Sharpe Ratio – 3 Years
0.50
0.27
Worst Rolling Year
9.10%
7.13%
Value at Worst Rolling Year
₹1.09 Cr
₹1.07 Cr
Deepest Drawdown
−24.26%
−20.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
15.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 48% · M 27% · S 18%
Number of Stocks
23
40
Portfolio P/E
21.69
30.14
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%
ICICI Bank Ltd · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%