Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
0.81%
8.08%
1 Year
7.79%
10.16%
3 Years
9.10%
15.60%
5 Years
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Since Inception
17.42%
19.84%
Fund Age
8 yrs 11 mo
6 yrs 11 mo
AUM
₹342.11 Cr
₹3.18 Cr
Alpha – 1 Year
3.07%
7.18%
Alpha – 3 Years
−2.99%
3.72%
Information Ratio – 3 Years
0.29
0.60
Volatility – 1 Year
17.73%
19.93%
Volatility – 3 Years
15.85%
18.09%
Beta – 1 Year
1.00
1.12
Beta – 3 Years
0.98
1.14
Sharpe Ratio – 1 Year
0.21
0.31
Sharpe Ratio – 3 Years
0.50
0.60
Worst Rolling Year
9.10%
14.68%
Value at Worst Rolling Year
₹1.09 Cr
₹1.15 Cr
Deepest Drawdown
−24.26%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
16.30%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 40% · M 35% · S 22%
L 31% · M 55% · S 12%
Number of Stocks
23
29
Portfolio P/E
21.69
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –