Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Master Trust India Growth Strategy
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%
5.45%
6 Months
0.81%
16.85%
1 Year
7.79%
9.30%
3 Years
9.10%
14.05%
5 Years
—
14.30%
Since Inception
17.42%
24.29%
Fund Age
8 yrs 11 mo
14 yrs 10 mo
AUM
₹342.11 Cr
₹372.24 Cr
Alpha – 1 Year
3.07%
4.58%
Alpha – 3 Years
−2.99%
1.97%
Information Ratio – 3 Years
0.29
0.33
Volatility – 1 Year
17.73%
21.18%
Volatility – 3 Years
15.85%
20.18%
Beta – 1 Year
1.00
1.04
Beta – 3 Years
0.98
1.12
Sharpe Ratio – 1 Year
0.21
0.27
Sharpe Ratio – 3 Years
0.50
0.49
Worst Rolling Year
9.10%
-10.46%
Value at Worst Rolling Year
₹1.09 Cr
₹0.90 Cr
Deepest Drawdown
−24.26%
−23.77%
Recovery Period
Not yet recovered
99 days
1-Year Rolling Windows Positive
100.00%
93.61%
Median Rolling Year
13.58%
27.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
—
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%
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1.5% / 0.5%