Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
0.81%
0.32%
1 Year
7.79%
1.03%
3 Years
9.10%
14.82%
5 Years
—
11.82%
Since Inception
17.42%
13.07%
Fund Age
8 yrs 11 mo
5 yrs 2 mo
AUM
₹342.11 Cr
₹56.08 Cr
Alpha – 1 Year
3.07%
−1.95%
Alpha – 3 Years
−2.99%
2.94%
Information Ratio – 3 Years
0.29
0.18
Volatility – 1 Year
17.73%
13.89%
Volatility – 3 Years
15.85%
18.35%
Beta – 1 Year
1.00
0.75
Beta – 3 Years
0.98
1.00
Sharpe Ratio – 1 Year
0.21
-0.25
Sharpe Ratio – 3 Years
0.50
0.55
Worst Rolling Year
9.10%
12.65%
Value at Worst Rolling Year
₹1.09 Cr
₹1.13 Cr
Deepest Drawdown
−24.26%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
19.77%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 38% · M 29% · S 24%
Number of Stocks
23
37
Portfolio P/E
21.69
29.42
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 · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%