Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
SVAN Velocity
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%
3.40%
6 Months
0.81%
21.77%
1 Year
7.79%
16.05%
3 Years
9.10%
23.24%
5 Years
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—
Since Inception
17.42%
24.82%
Fund Age
8 yrs 11 mo
3 yrs 1 mo
AUM
₹342.11 Cr
₹415.03 Cr
Alpha – 1 Year
3.07%
11.33%
Alpha – 3 Years
−2.99%
11.15%
Information Ratio – 3 Years
0.29
0.72
Volatility – 1 Year
17.73%
25.50%
Volatility – 3 Years
15.85%
24.35%
Beta – 1 Year
1.00
1.34
Beta – 3 Years
0.98
1.27
Sharpe Ratio – 1 Year
0.21
0.50
Sharpe Ratio – 3 Years
0.50
0.77
Worst Rolling Year
9.10%
23.24%
Value at Worst Rolling Year
₹1.09 Cr
₹1.23 Cr
Deepest Drawdown
−24.26%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
24.73%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 40% · M 35% · S 22%
M 2% · S 95%
Number of Stocks
23
—
Portfolio P/E
21.69
—
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / – / –