Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Nine Rivers Capital - Aurum Small Cap Opportunities
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%
−0.59%
6 Months
0.81%
18.29%
1 Year
7.79%
5.81%
3 Years
9.10%
7.48%
5 Years
—
14.52%
Since Inception
17.42%
24.60%
Fund Age
8 yrs 11 mo
13 yrs 8 mo
AUM
₹342.11 Cr
₹708.2 Cr
Alpha – 1 Year
3.07%
1.09%
Alpha – 3 Years
−2.99%
−4.61%
Information Ratio – 3 Years
0.29
-0.16
Volatility – 1 Year
17.73%
29.19%
Volatility – 3 Years
15.85%
22.60%
Beta – 1 Year
1.00
1.53
Beta – 3 Years
0.98
1.17
Sharpe Ratio – 1 Year
0.21
0.14
Sharpe Ratio – 3 Years
0.50
0.29
Worst Rolling Year
9.10%
-18.85%
Value at Worst Rolling Year
₹1.09 Cr
₹0.81 Cr
Deepest Drawdown
−24.26%
−30.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.17%
Median Rolling Year
13.58%
23.06%
5-Year Rolling Windows Positive
—
96.19%
Market-Cap Mix
L 40% · M 35% · S 22%
—
Number of Stocks
23
—
Portfolio P/E
21.69
—
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%
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%