Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
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%
1.87%
6 Months
0.81%
3.49%
1 Year
7.79%
5.55%
3 Years
9.10%
12.97%
5 Years
—
—
Since Inception
17.42%
12.27%
Fund Age
8 yrs 11 mo
4 yrs 3 mo
AUM
₹342.11 Cr
₹25.94 Cr
Alpha – 1 Year
3.07%
−0.42%
Alpha – 3 Years
−2.99%
2.07%
Information Ratio – 3 Years
0.29
0.10
Volatility – 1 Year
17.73%
15.73%
Volatility – 3 Years
15.85%
12.26%
Beta – 1 Year
1.00
1.56
Beta – 3 Years
0.98
1.42
Sharpe Ratio – 1 Year
0.21
0.07
Sharpe Ratio – 3 Years
0.50
0.62
Worst Rolling Year
9.10%
11.68%
Value at Worst Rolling Year
₹1.09 Cr
₹1.12 Cr
Deepest Drawdown
−24.26%
−11.81%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
17.02%
5-Year Rolling Windows Positive
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—
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%
Nippon India ETF Nifty 50 BeES · 23.05%
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund - Dir (G) · 21.38%
Nippon India ETF Nifty Midcap 150 · 12.79%
Nippon India ETF Nifty Next 50 Junior BeES · 12.02%
Motilal Oswal NASDAQ-100 ETF · 8.02%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
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Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%