Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Nippon - Indian Economic Transformation - ETP
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Nippon - Indian Economic Transformation - ETP
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%
3.08%
6 Months
0.81%
9.19%
1 Year
7.79%
9.02%
3 Years
9.10%
14.71%
5 Years
—
10.31%
Since Inception
17.42%
14.95%
Fund Age
8 yrs 11 mo
7 yrs 10 mo
AUM
₹342.11 Cr
₹42.73 Cr
Alpha – 1 Year
3.07%
4.30%
Alpha – 3 Years
−2.99%
2.62%
Information Ratio – 3 Years
0.29
0.63
Volatility – 1 Year
17.73%
17.52%
Volatility – 3 Years
15.85%
14.89%
Beta – 1 Year
1.00
0.97
Beta – 3 Years
0.98
0.92
Sharpe Ratio – 1 Year
0.21
0.26
Sharpe Ratio – 3 Years
0.50
0.66
Worst Rolling Year
9.10%
8.19%
Value at Worst Rolling Year
₹1.09 Cr
₹1.08 Cr
Deepest Drawdown
−24.26%
−18.24%
Recovery Period
Not yet recovered
238 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
16.27%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 18% · M 16% · S 37%
Number of Stocks
23
30
Portfolio P/E
21.69
31.64
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 · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Financial Services · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
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%