Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
0.81%
24.02%
1 Year
7.79%
36.06%
3 Years
9.10%
24.43%
5 Years
—
16.10%
Since Inception
17.42%
15.98%
Fund Age
8 yrs 11 mo
14 yrs 10 mo
AUM
₹342.11 Cr
₹214.08 Cr
Alpha – 1 Year
3.07%
31.34%
Alpha – 3 Years
−2.99%
12.34%
Information Ratio – 3 Years
0.29
1.07
Volatility – 1 Year
17.73%
26.85%
Volatility – 3 Years
15.85%
19.70%
Beta – 1 Year
1.00
1.34
Beta – 3 Years
0.98
1.03
Sharpe Ratio – 1 Year
0.21
1.08
Sharpe Ratio – 3 Years
0.50
0.96
Worst Rolling Year
9.10%
-9.81%
Value at Worst Rolling Year
₹1.09 Cr
₹0.90 Cr
Deepest Drawdown
−24.26%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
13.58%
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 40% · M 33% · S 24%
Number of Stocks
23
31
Portfolio P/E
21.69
42.55
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%
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%