Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.43%
6.38%
6 Months
0.81%
30.29%
1 Year
7.79%
21.45%
3 Years
9.10%
18.94%
5 Years
—
—
Since Inception
17.42%
23.25%
Fund Age
8 yrs 11 mo
3 yrs 1 mo
AUM
₹342.11 Cr
₹185.04 Cr
Alpha – 1 Year
3.07%
16.73%
Alpha – 3 Years
−2.99%
6.85%
Information Ratio – 3 Years
0.29
0.59
Volatility – 1 Year
17.73%
29.11%
Volatility – 3 Years
15.85%
25.42%
Beta – 1 Year
1.00
1.26
Beta – 3 Years
0.98
1.13
Sharpe Ratio – 1 Year
0.21
0.62
Sharpe Ratio – 3 Years
0.50
0.60
Worst Rolling Year
9.10%
18.95%
Value at Worst Rolling Year
₹1.09 Cr
₹1.19 Cr
Deepest Drawdown
−24.26%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
20.62%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 40% · M 35% · S 22%
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Number of Stocks
23
40
Portfolio P/E
21.69
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
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Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%