Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.43%
−0.96%
6 Months
0.81%
−5.85%
1 Year
7.79%
1.08%
3 Years
9.10%
1.92%
5 Years
—
1.54%
Since Inception
17.42%
4.73%
Fund Age
8 yrs 11 mo
9 yrs 11 mo
AUM
₹342.11 Cr
₹4.85 Cr
Alpha – 1 Year
3.07%
−8.50%
Alpha – 3 Years
−2.99%
−7.97%
Information Ratio – 3 Years
0.29
—
Volatility – 1 Year
17.73%
9.90%
Volatility – 3 Years
15.85%
26.17%
Beta – 1 Year
1.00
—
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.21
-0.53
Sharpe Ratio – 3 Years
0.50
0.01
Worst Rolling Year
9.10%
2.80%
Value at Worst Rolling Year
₹1.09 Cr
₹1.03 Cr
Deepest Drawdown
−24.26%
−28.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
12.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%