Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Right Horizons - Super Value Fund
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%
3.00%
6 Months
0.81%
20.83%
1 Year
7.79%
12.18%
3 Years
9.10%
13.97%
5 Years
—
17.12%
Since Inception
17.42%
15.75%
Fund Age
8 yrs 11 mo
13 yrs 8 mo
AUM
₹342.11 Cr
₹205.48 Cr
Alpha – 1 Year
3.07%
9.20%
Alpha – 3 Years
−2.99%
2.09%
Information Ratio – 3 Years
0.29
0.40
Volatility – 1 Year
17.73%
27.53%
Volatility – 3 Years
15.85%
22.15%
Beta – 1 Year
1.00
1.45
Beta – 3 Years
0.98
1.20
Sharpe Ratio – 1 Year
0.21
0.35
Sharpe Ratio – 3 Years
0.50
0.55
Worst Rolling Year
9.10%
-9.57%
Value at Worst Rolling Year
₹1.09 Cr
₹0.90 Cr
Deepest Drawdown
−24.26%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
13.58%
17.67%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 40% · M 35% · S 22%
L 17% · M 21% · S 60%
Number of Stocks
23
30
Portfolio P/E
21.69
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 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%
2% / 1% / 0%