Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs NJ - Multicap
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
NJ - Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.43%
2.92%
6 Months
0.81%
8.20%
1 Year
7.79%
15.48%
3 Years
9.10%
18.05%
5 Years
—
15.54%
Since Inception
17.42%
14.61%
Fund Age
8 yrs 11 mo
10 yrs 4 mo
AUM
₹342.11 Cr
₹747.6 Cr
Alpha – 1 Year
3.07%
15.83%
Alpha – 3 Years
−2.99%
9.06%
Information Ratio – 3 Years
0.29
0.72
Volatility – 1 Year
17.73%
18.67%
Volatility – 3 Years
15.85%
21.45%
Beta – 1 Year
1.00
1.12
Beta – 3 Years
0.98
1.31
Sharpe Ratio – 1 Year
0.21
0.58
Sharpe Ratio – 3 Years
0.50
0.64
Worst Rolling Year
9.10%
-13.89%
Value at Worst Rolling Year
₹1.09 Cr
₹0.86 Cr
Deepest Drawdown
−24.26%
−30.97%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
77.45%
Median Rolling Year
13.58%
21.11%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 35% · M 50% · S 14%
Number of Stocks
23
25
Portfolio P/E
21.69
31.22
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%
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Financial Services · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
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%