Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Solidarity Advisors - Prudence
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%
8.45%
6 Months
0.81%
29.49%
1 Year
7.79%
37.09%
3 Years
9.10%
18.49%
5 Years
—
12.39%
Since Inception
17.42%
18.64%
Fund Age
8 yrs 11 mo
10 yrs 3 mo
AUM
₹342.11 Cr
₹1,760.35 Cr
Alpha – 1 Year
3.07%
32.37%
Alpha – 3 Years
−2.99%
6.40%
Information Ratio – 3 Years
0.29
0.52
Volatility – 1 Year
17.73%
25.02%
Volatility – 3 Years
15.85%
18.27%
Beta – 1 Year
1.00
1.22
Beta – 3 Years
0.98
0.89
Sharpe Ratio – 1 Year
0.21
1.18
Sharpe Ratio – 3 Years
0.50
0.74
Worst Rolling Year
9.10%
-0.28%
Value at Worst Rolling Year
₹1.09 Cr
₹1.00 Cr
Deepest Drawdown
−24.26%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
13.58%
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 11% · S 71%
Number of Stocks
23
13
Portfolio P/E
21.69
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%