Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
SMC Global - Growth
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%
5.80%
6 Months
0.81%
20.03%
1 Year
7.79%
17.27%
3 Years
9.10%
12.81%
5 Years
—
11.98%
Since Inception
17.42%
14.70%
Fund Age
8 yrs 11 mo
6 yrs 10 mo
AUM
₹342.11 Cr
₹201.68 Cr
Alpha – 1 Year
3.07%
12.55%
Alpha – 3 Years
−2.99%
0.73%
Information Ratio – 3 Years
0.29
0.15
Volatility – 1 Year
17.73%
22.73%
Volatility – 3 Years
15.85%
20.11%
Beta – 1 Year
1.00
1.17
Beta – 3 Years
0.98
1.13
Sharpe Ratio – 1 Year
0.21
0.58
Sharpe Ratio – 3 Years
0.50
0.44
Worst Rolling Year
9.10%
7.98%
Value at Worst Rolling Year
₹1.09 Cr
₹1.08 Cr
Deepest Drawdown
−24.26%
−25.65%
Recovery Period
Not yet recovered
520 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
16.09%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 38% · M 4% · S 49%
Number of Stocks
23
24
Portfolio P/E
21.69
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%