Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.43%
4.41%
6 Months
0.81%
0.07%
1 Year
7.79%
4.08%
3 Years
9.10%
6.47%
5 Years
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—
Since Inception
17.42%
11.08%
Fund Age
8 yrs 11 mo
6 yrs 6 mo
AUM
₹342.11 Cr
₹1.91 Cr
Alpha – 1 Year
3.07%
4.51%
Alpha – 3 Years
−2.99%
−2.09%
Information Ratio – 3 Years
0.29
-0.44
Volatility – 1 Year
17.73%
16.64%
Volatility – 3 Years
15.85%
14.35%
Beta – 1 Year
1.00
0.98
Beta – 3 Years
0.98
1.00
Sharpe Ratio – 1 Year
0.21
-0.01
Sharpe Ratio – 3 Years
0.50
0.13
Worst Rolling Year
9.10%
5.64%
Value at Worst Rolling Year
₹1.09 Cr
₹1.06 Cr
Deepest Drawdown
−24.26%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
7.94%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 40% · M 35% · S 22%
L 90% · M 7%
Number of Stocks
23
50
Portfolio P/E
21.69
26.76
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%
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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% / –