Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs MRG Capital - Wealth Enhancer
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
MRG Capital - Wealth Enhancer
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.43%
0.31%
6 Months
0.81%
−0.02%
1 Year
7.79%
9.16%
3 Years
9.10%
15.25%
5 Years
—
10.25%
Since Inception
17.42%
11.62%
Fund Age
8 yrs 11 mo
7 yrs 3 mo
AUM
₹342.11 Cr
₹55.42 Cr
Alpha – 1 Year
3.07%
9.51%
Alpha – 3 Years
−2.99%
6.25%
Information Ratio – 3 Years
0.29
0.85
Volatility – 1 Year
17.73%
16.48%
Volatility – 3 Years
15.85%
14.29%
Beta – 1 Year
1.00
0.90
Beta – 3 Years
0.98
0.91
Sharpe Ratio – 1 Year
0.21
0.29
Sharpe Ratio – 3 Years
0.50
0.70
Worst Rolling Year
9.10%
4.67%
Value at Worst Rolling Year
₹1.09 Cr
₹1.05 Cr
Deepest Drawdown
−24.26%
−15.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
13.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 43% · M 13% · S 23%
Number of Stocks
23
89
Portfolio P/E
21.69
32.47
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%
Mahindra & Mahindra Ltd · 11.76%
ICICI Pru Silver ETF · 9.36%
Reliance Industries Ltd · 5.46%
Cash & Cash Equivalent · 4.95%
Nippon India ETF Gold BeES · 3.01%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Others · 14.59%
Automobile and Auto Components · 13.45%
Fast Moving Consumer Goods · 10.94%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%