Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs QED Capital - Core Equity
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
QED Capital - Core Equity
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%
2.59%
6 Months
0.81%
−7.48%
1 Year
7.79%
2.63%
3 Years
9.10%
—
5 Years
—
—
Since Inception
17.42%
2.29%
Fund Age
8 yrs 11 mo
16 mo
AUM
₹342.11 Cr
₹10.89 Cr
Alpha – 1 Year
3.07%
−2.09%
Alpha – 3 Years
−2.99%
—
Information Ratio – 3 Years
0.29
—
Volatility – 1 Year
17.73%
13.82%
Volatility – 3 Years
15.85%
—
Beta – 1 Year
1.00
0.65
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.21
-0.12
Sharpe Ratio – 3 Years
0.50
—
Worst Rolling Year
9.10%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−24.26%
−13.29%
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 47% · M 38%
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%
Motilal Oswal Nifty Midcap150 Momentum 50 ETF · 4.69%
Zerodha Nifty 1D Rate Liquid ETF · 3.67%
Mahindra & Mahindra Financial Services Ltd · 3.59%
Federal Bank Ltd · 3.57%
Eicher Motors Ltd · 3.33%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
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%