Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Piper Serica Advisors - Leader 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%
3.10%
6 Months
0.81%
24.70%
1 Year
7.79%
21.80%
3 Years
9.10%
16.46%
5 Years
—
12.29%
Since Inception
17.42%
17.31%
Fund Age
8 yrs 11 mo
7 yrs 2 mo
AUM
₹342.11 Cr
₹328.39 Cr
Alpha – 1 Year
3.07%
22.15%
Alpha – 3 Years
−2.99%
7.46%
Information Ratio – 3 Years
0.29
1.55
Volatility – 1 Year
17.73%
22.56%
Volatility – 3 Years
15.85%
18.01%
Beta – 1 Year
1.00
1.10
Beta – 3 Years
0.98
0.98
Sharpe Ratio – 1 Year
0.21
0.85
Sharpe Ratio – 3 Years
0.50
1.07
Worst Rolling Year
9.10%
7.49%
Value at Worst Rolling Year
₹1.09 Cr
₹1.07 Cr
Deepest Drawdown
−24.26%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
—
Number of Stocks
23
16
Portfolio P/E
21.69
—
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 1%