Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Sameeksha - Equity 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%
−0.38%
6 Months
0.81%
11.48%
1 Year
7.79%
7.29%
3 Years
9.10%
16.29%
5 Years
—
16.45%
Since Inception
17.42%
20.67%
Fund Age
8 yrs 11 mo
10 yrs 4 mo
AUM
₹342.11 Cr
₹1,333.94 Cr
Alpha – 1 Year
3.07%
2.57%
Alpha – 3 Years
−2.99%
4.20%
Information Ratio – 3 Years
0.29
0.52
Volatility – 1 Year
17.73%
21.33%
Volatility – 3 Years
15.85%
16.22%
Beta – 1 Year
1.00
1.18
Beta – 3 Years
0.98
0.93
Sharpe Ratio – 1 Year
0.21
0.18
Sharpe Ratio – 3 Years
0.50
0.69
Worst Rolling Year
9.10%
-0.52%
Value at Worst Rolling Year
₹1.09 Cr
₹0.99 Cr
Deepest Drawdown
−24.26%
−19.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
13.58%
25.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
—
Number of Stocks
23
50
Portfolio P/E
21.69
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
—
Fixed Fee
2.50% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 0% / 0%