Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Pelican PE fund
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Pelican PE fund
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%
−1.39%
6 Months
0.81%
−2.47%
1 Year
7.79%
1.15%
3 Years
9.10%
8.53%
5 Years
—
8.38%
Since Inception
17.42%
10.13%
Fund Age
8 yrs 11 mo
8 yrs 2 mo
AUM
₹342.11 Cr
₹52.94 Cr
Alpha – 1 Year
3.07%
1.50%
Alpha – 3 Years
−2.99%
−0.47%
Information Ratio – 3 Years
0.29
-0.50
Volatility – 1 Year
17.73%
18.43%
Volatility – 3 Years
15.85%
14.27%
Beta – 1 Year
1.00
1.13
Beta – 3 Years
0.98
0.99
Sharpe Ratio – 1 Year
0.21
-0.13
Sharpe Ratio – 3 Years
0.50
0.15
Worst Rolling Year
9.10%
7.57%
Value at Worst Rolling Year
₹1.09 Cr
₹1.08 Cr
Deepest Drawdown
−24.26%
−16.90%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
12.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 64% · M 27% · S 1%
Number of Stocks
23
10
Portfolio P/E
21.69
46.08
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%
Motilal Oswal Nifty Midcap 100 ETF · 22.71%
Maruti Suzuki India Ltd · 10.81%
Nippon India ETF Nifty 50 BeES · 9.02%
Larsen & Toubro Ltd · 8.93%
Bajaj Finance Ltd · 8.55%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%