Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.43%
0.95%
6 Months
0.81%
11.98%
1 Year
7.79%
18.12%
3 Years
9.10%
18.24%
5 Years
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Since Inception
17.42%
20.21%
Fund Age
8 yrs 11 mo
4 yrs 8 mo
AUM
₹342.11 Cr
₹424.87 Cr
Alpha – 1 Year
3.07%
13.40%
Alpha – 3 Years
−2.99%
6.15%
Information Ratio – 3 Years
0.29
0.85
Volatility – 1 Year
17.73%
22.44%
Volatility – 3 Years
15.85%
19.69%
Beta – 1 Year
1.00
1.22
Beta – 3 Years
0.98
1.10
Sharpe Ratio – 1 Year
0.21
0.61
Sharpe Ratio – 3 Years
0.50
0.80
Worst Rolling Year
9.10%
18.24%
Value at Worst Rolling Year
₹1.09 Cr
₹1.18 Cr
Deepest Drawdown
−24.26%
−25.57%
Recovery Period
Not yet recovered
337 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
24.33%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 40% · M 35% · S 22%
M 1% · S 89%
Number of Stocks
23
30
Portfolio P/E
21.69
23.45
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 · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%