Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs PGIM India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
PGIM India Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.43%
3.44%
6 Months
0.81%
14.84%
1 Year
7.79%
−4.03%
3 Years
9.10%
5.65%
5 Years
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Since Inception
17.42%
11.22%
Fund Age
8 yrs 11 mo
3 yrs 7 mo
AUM
₹342.11 Cr
₹83.14 Cr
Alpha – 1 Year
3.07%
−3.68%
Alpha – 3 Years
−2.99%
−3.35%
Information Ratio – 3 Years
0.29
-0.26
Volatility – 1 Year
17.73%
22.60%
Volatility – 3 Years
15.85%
18.97%
Beta – 1 Year
1.00
1.04
Beta – 3 Years
0.98
1.04
Sharpe Ratio – 1 Year
0.21
-0.31
Sharpe Ratio – 3 Years
0.50
0.11
Worst Rolling Year
9.10%
4.98%
Value at Worst Rolling Year
₹1.09 Cr
₹1.05 Cr
Deepest Drawdown
−24.26%
−33.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
7.75%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 40% · M 35% · S 22%
L 9% · M 28% · S 60%
Number of Stocks
23
27
Portfolio P/E
21.69
28.70
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%
Cash & Cash Equivalent · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
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%