Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Purnartha Pratham 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%
5.49%
6 Months
0.81%
9.46%
1 Year
7.79%
17.52%
3 Years
9.10%
14.28%
5 Years
—
9.02%
Since Inception
17.42%
12.49%
Fund Age
8 yrs 11 mo
5 yrs 11 mo
AUM
₹342.11 Cr
₹1,633.45 Cr
Alpha – 1 Year
3.07%
12.80%
Alpha – 3 Years
−2.99%
2.19%
Information Ratio – 3 Years
0.29
0.28
Volatility – 1 Year
17.73%
23.87%
Volatility – 3 Years
15.85%
18.97%
Beta – 1 Year
1.00
1.12
Beta – 3 Years
0.98
1.06
Sharpe Ratio – 1 Year
0.21
0.57
Sharpe Ratio – 3 Years
0.50
0.55
Worst Rolling Year
9.10%
7.21%
Value at Worst Rolling Year
₹1.09 Cr
₹1.07 Cr
Deepest Drawdown
−24.26%
−20.29%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
13.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 14% · M 11% · S 40%
Number of Stocks
23
—
Portfolio P/E
21.69
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
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
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%