Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs PGIM India - Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
PGIM India - Core Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.43%
3.80%
6 Months
0.81%
7.35%
1 Year
7.79%
9.59%
3 Years
9.10%
7.90%
5 Years
—
12.07%
Since Inception
17.42%
14.25%
Fund Age
8 yrs 11 mo
13 yrs 1 mo
AUM
₹342.11 Cr
₹106.28 Cr
Alpha – 1 Year
3.07%
9.94%
Alpha – 3 Years
−2.99%
−1.10%
Information Ratio – 3 Years
0.29
-0.12
Volatility – 1 Year
17.73%
15.58%
Volatility – 3 Years
15.85%
14.39%
Beta – 1 Year
1.00
0.83
Beta – 3 Years
0.98
0.84
Sharpe Ratio – 1 Year
0.21
0.33
Sharpe Ratio – 3 Years
0.50
0.24
Worst Rolling Year
9.10%
-8.02%
Value at Worst Rolling Year
₹1.09 Cr
₹0.92 Cr
Deepest Drawdown
−24.26%
−19.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.28%
Median Rolling Year
13.58%
11.54%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 39% · M 40% · S 18%
Number of Stocks
23
25
Portfolio P/E
21.69
34.00
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%
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%