Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
ORO - All Weather Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.43%
−0.19%
6 Months
0.81%
−0.42%
1 Year
7.79%
−4.58%
3 Years
9.10%
16.32%
5 Years
—
13.17%
Since Inception
17.42%
13.94%
Fund Age
8 yrs 11 mo
6 yrs 6 mo
AUM
₹342.11 Cr
₹13.16 Cr
Alpha – 1 Year
3.07%
−7.56%
Alpha – 3 Years
−2.99%
4.42%
Information Ratio – 3 Years
0.29
0.49
Volatility – 1 Year
17.73%
16.90%
Volatility – 3 Years
15.85%
17.54%
Beta – 1 Year
1.00
0.86
Beta – 3 Years
0.98
0.99
Sharpe Ratio – 1 Year
0.21
-0.52
Sharpe Ratio – 3 Years
0.50
0.69
Worst Rolling Year
9.10%
3.91%
Value at Worst Rolling Year
₹1.09 Cr
₹1.04 Cr
Deepest Drawdown
−24.26%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
21.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 66% · M 23%
Number of Stocks
23
20
Portfolio P/E
21.69
20.74
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 · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%