Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Silver Arch - India Equity Portfolio
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%
6.91%
6 Months
0.81%
15.63%
1 Year
7.79%
20.01%
3 Years
9.10%
17.10%
5 Years
—
15.64%
Since Inception
17.42%
13.05%
Fund Age
8 yrs 11 mo
8 yrs 11 mo
AUM
₹342.11 Cr
₹46.46 Cr
Alpha – 1 Year
3.07%
15.29%
Alpha – 3 Years
−2.99%
5.01%
Information Ratio – 3 Years
0.29
0.88
Volatility – 1 Year
17.73%
20.61%
Volatility – 3 Years
15.85%
19.98%
Beta – 1 Year
1.00
0.94
Beta – 3 Years
0.98
1.02
Sharpe Ratio – 1 Year
0.21
0.73
Sharpe Ratio – 3 Years
0.50
0.85
Worst Rolling Year
9.10%
-3.76%
Value at Worst Rolling Year
₹1.09 Cr
₹0.96 Cr
Deepest Drawdown
−24.26%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
13.58%
19.74%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 27% · M 34% · S 33%
Number of Stocks
23
25
Portfolio P/E
21.69
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%