Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Motilal Oswal - NTDOP
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Motilal Oswal - NTDOP
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%
3.69%
6 Months
0.81%
8.66%
1 Year
7.79%
4.44%
3 Years
9.10%
14.48%
5 Years
—
8.94%
Since Inception
17.42%
14.23%
Fund Age
8 yrs 11 mo
18 yrs 11 mo
AUM
₹342.11 Cr
₹4,562.38 Cr
Alpha – 1 Year
3.07%
1.46%
Alpha – 3 Years
−2.99%
2.60%
Information Ratio – 3 Years
0.29
0.08
Volatility – 1 Year
17.73%
20.33%
Volatility – 3 Years
15.85%
19.22%
Beta – 1 Year
1.00
1.12
Beta – 3 Years
0.98
1.12
Sharpe Ratio – 1 Year
0.21
0.00
Sharpe Ratio – 3 Years
0.50
0.51
Worst Rolling Year
9.10%
-6.78%
Value at Worst Rolling Year
₹1.09 Cr
₹0.93 Cr
Deepest Drawdown
−24.26%
−26.97%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
96.01%
Median Rolling Year
13.58%
15.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 16% · M 42% · S 38%
Number of Stocks
23
33
Portfolio P/E
21.69
40.71
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%
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
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%