Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Nippon - High Conviction Equity - HCEP
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%
3.27%
6 Months
0.81%
6.66%
1 Year
7.79%
7.95%
3 Years
9.10%
14.01%
5 Years
—
12.40%
Since Inception
17.42%
16.07%
Fund Age
8 yrs 11 mo
12 yrs 5 mo
AUM
₹342.11 Cr
₹27.98 Cr
Alpha – 1 Year
3.07%
3.23%
Alpha – 3 Years
−2.99%
1.92%
Information Ratio – 3 Years
0.29
0.55
Volatility – 1 Year
17.73%
16.42%
Volatility – 3 Years
15.85%
14.36%
Beta – 1 Year
1.00
0.92
Beta – 3 Years
0.98
0.91
Sharpe Ratio – 1 Year
0.21
0.15
Sharpe Ratio – 3 Years
0.50
0.63
Worst Rolling Year
9.10%
-4.39%
Value at Worst Rolling Year
₹1.09 Cr
₹0.96 Cr
Deepest Drawdown
−24.26%
−17.36%
Recovery Period
Not yet recovered
532 days
1-Year Rolling Windows Positive
100.00%
97.43%
Median Rolling Year
13.58%
15.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 25% · M 6% · S 37%
Number of Stocks
23
30
Portfolio P/E
21.69
29.90
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%
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%