Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Prabhudas-Aqua Strategy
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Prabhudas-Aqua Strategy
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%
−0.63%
6 Months
0.81%
8.65%
1 Year
7.79%
10.66%
3 Years
9.10%
—
5 Years
—
—
Since Inception
17.42%
22.10%
Fund Age
8 yrs 11 mo
2 yrs 7 mo
AUM
₹342.11 Cr
₹374.18 Cr
Alpha – 1 Year
3.07%
2.92%
Alpha – 3 Years
−2.99%
—
Information Ratio – 3 Years
0.29
—
Volatility – 1 Year
17.73%
10.32%
Volatility – 3 Years
15.85%
—
Beta – 1 Year
1.00
0.27
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.21
0.50
Sharpe Ratio – 3 Years
0.50
—
Worst Rolling Year
9.10%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−24.26%
−8.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.58%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 40% · M 35% · S 22%
L 49% · M 41% · S 9%
Number of Stocks
23
37
Portfolio P/E
21.69
19.24
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%
National Aluminium Company Ltd · 4.36%
Vedanta Ltd · 3.83%
BSE Ltd · 3.78%
Oil & Natural Gas Corpn Ltd · 3.58%
Hindalco Industries Ltd · 3.52%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Financial Services · 22.51%
Metals & Mining · 21.08%
Oil, Gas & Consumable Fuels · 8.89%
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%