Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.43%
10.15%
6 Months
0.81%
31.39%
1 Year
7.79%
26.01%
3 Years
9.10%
19.28%
5 Years
—
23.67%
Since Inception
17.42%
28.23%
Fund Age
8 yrs 11 mo
5 yrs 4 mo
AUM
₹342.11 Cr
₹483.07 Cr
Alpha – 1 Year
3.07%
21.29%
Alpha – 3 Years
−2.99%
7.19%
Information Ratio – 3 Years
0.29
0.38
Volatility – 1 Year
17.73%
27.77%
Volatility – 3 Years
15.85%
26.19%
Beta – 1 Year
1.00
1.29
Beta – 3 Years
0.98
1.20
Sharpe Ratio – 1 Year
0.21
0.78
Sharpe Ratio – 3 Years
0.50
0.61
Worst Rolling Year
9.10%
19.29%
Value at Worst Rolling Year
₹1.09 Cr
₹1.19 Cr
Deepest Drawdown
−24.26%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 12% · M 6% · S 81%
Number of Stocks
23
63
Portfolio P/E
21.69
62.66
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%
—
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%