Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
QED Capital - Alphabets
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%
4.25%
6 Months
0.81%
7.44%
1 Year
7.79%
14.27%
3 Years
9.10%
13.32%
5 Years
—
10.94%
Since Inception
17.42%
15.43%
Fund Age
8 yrs 11 mo
5 yrs 4 mo
AUM
₹342.11 Cr
₹21.45 Cr
Alpha – 1 Year
3.07%
9.55%
Alpha – 3 Years
−2.99%
1.23%
Information Ratio – 3 Years
0.29
0.37
Volatility – 1 Year
17.73%
12.68%
Volatility – 3 Years
15.85%
17.36%
Beta – 1 Year
1.00
0.58
Beta – 3 Years
0.98
0.73
Sharpe Ratio – 1 Year
0.21
0.70
Sharpe Ratio – 3 Years
0.50
0.70
Worst Rolling Year
9.10%
12.64%
Value at Worst Rolling Year
₹1.09 Cr
₹1.13 Cr
Deepest Drawdown
−24.26%
−26.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
17.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 7% · M 28% · S 62%
Number of Stocks
23
—
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%
Syrma SGS Technology Ltd · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%