Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
SBI AEON ALPHA PMS
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%
0.41%
6 Months
0.81%
20.81%
1 Year
7.79%
15.63%
3 Years
9.10%
13.76%
5 Years
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—
Since Inception
17.42%
14.77%
Fund Age
8 yrs 11 mo
4 yrs 6 mo
AUM
₹342.11 Cr
₹751.68 Cr
Alpha – 1 Year
3.07%
16.06%
Alpha – 3 Years
−2.99%
5.19%
Information Ratio – 3 Years
0.29
0.25
Volatility – 1 Year
17.73%
18.90%
Volatility – 3 Years
15.85%
16.75%
Beta – 1 Year
1.00
0.89
Beta – 3 Years
0.98
0.79
Sharpe Ratio – 1 Year
0.21
0.57
Sharpe Ratio – 3 Years
0.50
0.53
Worst Rolling Year
9.10%
13.60%
Value at Worst Rolling Year
₹1.09 Cr
₹1.14 Cr
Deepest Drawdown
−24.26%
−21.60%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
15.94%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 40% · M 35% · S 22%
L 16% · M 11% · S 70%
Number of Stocks
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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%