Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
MRG Capital - Wealth Protector
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%
0.67%
6 Months
0.81%
1.38%
1 Year
7.79%
7.78%
3 Years
9.10%
12.37%
5 Years
—
10.07%
Since Inception
17.42%
13.18%
Fund Age
8 yrs 11 mo
6 yrs 8 mo
AUM
₹342.11 Cr
₹1.13 Cr
Alpha – 1 Year
3.07%
8.13%
Alpha – 3 Years
−2.99%
3.37%
Information Ratio – 3 Years
0.29
0.42
Volatility – 1 Year
17.73%
17.12%
Volatility – 3 Years
15.85%
14.65%
Beta – 1 Year
1.00
0.93
Beta – 3 Years
0.98
0.90
Sharpe Ratio – 1 Year
0.21
0.21
Sharpe Ratio – 3 Years
0.50
0.51
Worst Rolling Year
9.10%
10.01%
Value at Worst Rolling Year
₹1.09 Cr
₹1.10 Cr
Deepest Drawdown
−24.26%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
15.34%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 40% · M 35% · S 22%
L 34% · M 14% · S 34%
Number of Stocks
23
43
Portfolio P/E
21.69
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
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%