Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
0.81%
7.38%
1 Year
7.79%
6.08%
3 Years
9.10%
8.22%
5 Years
—
7.99%
Since Inception
17.42%
12.63%
Fund Age
8 yrs 11 mo
9 yrs 9 mo
AUM
₹342.11 Cr
₹145.75 Cr
Alpha – 1 Year
3.07%
1.36%
Alpha – 3 Years
−2.99%
−3.87%
Information Ratio – 3 Years
0.29
-0.60
Volatility – 1 Year
17.73%
20.08%
Volatility – 3 Years
15.85%
16.27%
Beta – 1 Year
1.00
1.12
Beta – 3 Years
0.98
1.00
Sharpe Ratio – 1 Year
0.21
0.13
Sharpe Ratio – 3 Years
0.50
0.24
Worst Rolling Year
9.10%
-1.76%
Value at Worst Rolling Year
₹1.09 Cr
₹0.98 Cr
Deepest Drawdown
−24.26%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
13.58%
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 62% · M 20% · S 7%
Number of Stocks
23
25
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 · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%