Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Phillip Capital - Emerging India 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%
3.88%
6 Months
0.81%
18.21%
1 Year
7.79%
11.44%
3 Years
9.10%
9.27%
5 Years
—
10.90%
Since Inception
17.42%
13.08%
Fund Age
8 yrs 11 mo
9 yrs
AUM
₹342.11 Cr
₹29.3 Cr
Alpha – 1 Year
3.07%
6.74%
Alpha – 3 Years
−2.99%
−1.95%
Information Ratio – 3 Years
0.29
-0.21
Volatility – 1 Year
17.73%
23.26%
Volatility – 3 Years
15.85%
18.09%
Beta – 1 Year
1.00
1.21
Beta – 3 Years
0.98
0.98
Sharpe Ratio – 1 Year
0.21
0.35
Sharpe Ratio – 3 Years
0.50
0.32
Worst Rolling Year
9.10%
0.11%
Value at Worst Rolling Year
₹1.09 Cr
₹1.00 Cr
Deepest Drawdown
−24.26%
−21.53%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
99.73%
Median Rolling Year
13.58%
15.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 6% · M 32% · S 55%
Number of Stocks
23
23
Portfolio P/E
21.69
49.89
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 · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%