Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Quest Investment Managers – Flagship
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%
6.42%
6 Months
0.81%
15.63%
1 Year
7.79%
0.27%
3 Years
9.10%
12.69%
5 Years
—
8.81%
Since Inception
17.42%
15.48%
Fund Age
8 yrs 11 mo
18 yrs 10 mo
AUM
₹342.11 Cr
₹406.27 Cr
Alpha – 1 Year
3.07%
−4.45%
Alpha – 3 Years
−2.99%
0.61%
Information Ratio – 3 Years
0.29
0.21
Volatility – 1 Year
17.73%
22.89%
Volatility – 3 Years
15.85%
19.09%
Beta – 1 Year
1.00
1.13
Beta – 3 Years
0.98
1.05
Sharpe Ratio – 1 Year
0.21
-0.11
Sharpe Ratio – 3 Years
0.50
0.45
Worst Rolling Year
9.10%
-10.83%
Value at Worst Rolling Year
₹1.09 Cr
₹0.89 Cr
Deepest Drawdown
−24.26%
−31.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.19%
Median Rolling Year
13.58%
17.32%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 28% · M 26% · S 45%
Number of Stocks
23
29
Portfolio P/E
21.69
38.78
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%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%