Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Renaissance - Midcap Portfolio
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%
3.30%
6 Months
0.81%
9.86%
1 Year
7.79%
0.86%
3 Years
9.10%
8.29%
5 Years
—
15.11%
Since Inception
17.42%
11.40%
Fund Age
8 yrs 11 mo
8 yrs 7 mo
AUM
₹342.11 Cr
₹119.22 Cr
Alpha – 1 Year
3.07%
1.21%
Alpha – 3 Years
−2.99%
−0.71%
Information Ratio – 3 Years
0.29
-0.05
Volatility – 1 Year
17.73%
21.27%
Volatility – 3 Years
15.85%
19.22%
Beta – 1 Year
1.00
1.20
Beta – 3 Years
0.98
1.19
Sharpe Ratio – 1 Year
0.21
-0.10
Sharpe Ratio – 3 Years
0.50
0.25
Worst Rolling Year
9.10%
0.71%
Value at Worst Rolling Year
₹1.09 Cr
₹1.01 Cr
Deepest Drawdown
−24.26%
−29.07%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
13.58%
19.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 2% · M 52% · S 44%
Number of Stocks
23
33
Portfolio P/E
21.69
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%