Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.43%
3.93%
6 Months
0.81%
25.32%
1 Year
7.79%
18.21%
3 Years
9.10%
32.70%
5 Years
—
23.63%
Since Inception
17.42%
28.38%
Fund Age
8 yrs 11 mo
7 yrs 10 mo
AUM
₹342.11 Cr
₹8,686.39 Cr
Alpha – 1 Year
3.07%
13.49%
Alpha – 3 Years
−2.99%
20.61%
Information Ratio – 3 Years
0.29
1.92
Volatility – 1 Year
17.73%
22.97%
Volatility – 3 Years
15.85%
19.40%
Beta – 1 Year
1.00
1.12
Beta – 3 Years
0.98
0.98
Sharpe Ratio – 1 Year
0.21
0.61
Sharpe Ratio – 3 Years
0.50
1.30
Worst Rolling Year
9.10%
17.00%
Value at Worst Rolling Year
₹1.09 Cr
₹1.17 Cr
Deepest Drawdown
−24.26%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
30.47%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 37% · M 30% · S 25%
Number of Stocks
23
43
Portfolio P/E
21.69
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%