Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Narnolia - MultiCap Strategy
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Narnolia - MultiCap Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.43%
−0.96%
6 Months
0.81%
0.48%
1 Year
7.79%
5.92%
3 Years
9.10%
7.42%
5 Years
—
7.02%
Since Inception
17.42%
14.49%
Fund Age
8 yrs 11 mo
14 yrs 5 mo
AUM
₹342.11 Cr
₹332.27 Cr
Alpha – 1 Year
3.07%
6.27%
Alpha – 3 Years
−2.99%
−1.58%
Information Ratio – 3 Years
0.29
-0.22
Volatility – 1 Year
17.73%
17.19%
Volatility – 3 Years
15.85%
15.80%
Beta – 1 Year
1.00
1.07
Beta – 3 Years
0.98
1.06
Sharpe Ratio – 1 Year
0.21
0.12
Sharpe Ratio – 3 Years
0.50
0.21
Worst Rolling Year
9.10%
-8.23%
Value at Worst Rolling Year
₹1.09 Cr
₹0.92 Cr
Deepest Drawdown
−24.26%
−19.80%
Recovery Period
Not yet recovered
265 days
1-Year Rolling Windows Positive
100.00%
95.19%
Median Rolling Year
13.58%
13.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 58% · M 13% · S 28%
Number of Stocks
23
27
Portfolio P/E
21.69
36.45
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%
State Bank of India · 7.90%
Mahindra & Mahindra Ltd · 7.67%
HDFC Bank Ltd · 6.51%
Larsen & Toubro Ltd · 5.65%
Reliance Industries Ltd · 5.51%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Financial Services · 33.32%
Automobile and Auto Components · 15.10%
Fast Moving Consumer Goods · 7.43%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%