Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs MRG Capital - Wealth Maximizer
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
MRG Capital - Wealth Maximizer
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%
−0.03%
6 Months
0.81%
1.95%
1 Year
7.79%
9.19%
3 Years
9.10%
16.93%
5 Years
—
11.74%
Since Inception
17.42%
12.55%
Fund Age
8 yrs 11 mo
7 yrs 3 mo
AUM
₹342.11 Cr
₹17.39 Cr
Alpha – 1 Year
3.07%
9.54%
Alpha – 3 Years
−2.99%
7.93%
Information Ratio – 3 Years
0.29
0.83
Volatility – 1 Year
17.73%
16.46%
Volatility – 3 Years
15.85%
13.48%
Beta – 1 Year
1.00
0.82
Beta – 3 Years
0.98
0.74
Sharpe Ratio – 1 Year
0.21
0.29
Sharpe Ratio – 3 Years
0.50
0.84
Worst Rolling Year
9.10%
3.01%
Value at Worst Rolling Year
₹1.09 Cr
₹1.03 Cr
Deepest Drawdown
−24.26%
−16.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
16.02%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 27% · M 18% · S 26%
Number of Stocks
23
53
Portfolio P/E
21.69
33.46
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 Pru Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
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%