Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
0.81%
2.17%
1 Year
7.79%
7.07%
3 Years
9.10%
15.12%
5 Years
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—
Since Inception
17.42%
19.80%
Fund Age
8 yrs 11 mo
7 yrs 3 mo
AUM
₹342.11 Cr
₹7.19 Cr
Alpha – 1 Year
3.07%
7.50%
Alpha – 3 Years
−2.99%
6.56%
Information Ratio – 3 Years
0.29
1.22
Volatility – 1 Year
17.73%
19.38%
Volatility – 3 Years
15.85%
16.31%
Beta – 1 Year
1.00
1.18
Beta – 3 Years
0.98
1.13
Sharpe Ratio – 1 Year
0.21
0.17
Sharpe Ratio – 3 Years
0.50
0.62
Worst Rolling Year
9.10%
14.31%
Value at Worst Rolling Year
₹1.09 Cr
₹1.14 Cr
Deepest Drawdown
−24.26%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
16.29%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 40% · M 35% · S 22%
L 73% · M 25%
Number of Stocks
23
100
Portfolio P/E
21.69
27.01
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 · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –