Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Marathon Trends - Trend Following
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.43%
12.27%
6 Months
0.81%
−1.13%
1 Year
7.79%
6.59%
3 Years
9.10%
20.44%
5 Years
—
16.17%
Since Inception
17.42%
13.07%
Fund Age
8 yrs 11 mo
15 yrs 3 mo
AUM
₹342.11 Cr
—
Alpha – 1 Year
3.07%
6.87%
Alpha – 3 Years
−2.99%
9.23%
Information Ratio – 3 Years
0.29
1.61
Volatility – 1 Year
17.73%
20.58%
Volatility – 3 Years
15.85%
16.59%
Beta – 1 Year
1.00
1.21
Beta – 3 Years
0.98
1.13
Sharpe Ratio – 1 Year
0.21
0.15
Sharpe Ratio – 3 Years
0.50
0.90
Worst Rolling Year
9.10%
13.98%
Value at Worst Rolling Year
₹1.09 Cr
₹1.14 Cr
Deepest Drawdown
−24.26%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 73% · M 20% · S 7%
Number of Stocks
23
23
Portfolio P/E
21.69
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1.5% / 1% / 0.5%