Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.43%
1.47%
6 Months
0.81%
5.42%
1 Year
7.79%
9.64%
3 Years
9.10%
10.36%
5 Years
—
7.75%
Since Inception
17.42%
11.08%
Fund Age
8 yrs 11 mo
9 yrs 11 mo
AUM
₹342.11 Cr
₹66.05 Cr
Alpha – 1 Year
3.07%
9.99%
Alpha – 3 Years
−2.99%
1.36%
Information Ratio – 3 Years
0.29
0.51
Volatility – 1 Year
17.73%
17.05%
Volatility – 3 Years
15.85%
14.23%
Beta – 1 Year
1.00
1.05
Beta – 3 Years
0.98
1.00
Sharpe Ratio – 1 Year
0.21
0.31
Sharpe Ratio – 3 Years
0.50
0.40
Worst Rolling Year
9.10%
0.57%
Value at Worst Rolling Year
₹1.09 Cr
₹1.01 Cr
Deepest Drawdown
−24.26%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
13.58%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 84% · M 12%
Number of Stocks
23
23
Portfolio P/E
21.69
—
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 · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—