Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.43%
7.67%
6 Months
0.81%
27.70%
1 Year
7.79%
47.52%
3 Years
9.10%
23.98%
5 Years
—
15.87%
Since Inception
17.42%
18.55%
Fund Age
8 yrs 11 mo
16 yrs 2 mo
AUM
₹342.11 Cr
₹1,022.92 Cr
Alpha – 1 Year
3.07%
42.80%
Alpha – 3 Years
−2.99%
11.89%
Information Ratio – 3 Years
0.29
1.12
Volatility – 1 Year
17.73%
28.29%
Volatility – 3 Years
15.85%
20.76%
Beta – 1 Year
1.00
1.36
Beta – 3 Years
0.98
1.07
Sharpe Ratio – 1 Year
0.21
1.33
Sharpe Ratio – 3 Years
0.50
0.99
Worst Rolling Year
9.10%
-4.58%
Value at Worst Rolling Year
₹1.09 Cr
₹0.95 Cr
Deepest Drawdown
−24.26%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
13.58%
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 22% · M 32% · S 42%
Number of Stocks
23
26
Portfolio P/E
21.69
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%