Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.43%
3.29%
6 Months
0.81%
14.68%
1 Year
7.79%
11.65%
3 Years
9.10%
7.09%
5 Years
—
8.41%
Since Inception
17.42%
10.45%
Fund Age
8 yrs 11 mo
10 yrs 5 mo
AUM
₹342.11 Cr
₹24.48 Cr
Alpha – 1 Year
3.07%
12.00%
Alpha – 3 Years
−2.99%
−1.90%
Information Ratio – 3 Years
0.29
-0.12
Volatility – 1 Year
17.73%
20.48%
Volatility – 3 Years
15.85%
16.32%
Beta – 1 Year
1.00
1.11
Beta – 3 Years
0.98
1.00
Sharpe Ratio – 1 Year
0.21
0.36
Sharpe Ratio – 3 Years
0.50
0.15
Worst Rolling Year
9.10%
-5.06%
Value at Worst Rolling Year
₹1.09 Cr
₹0.95 Cr
Deepest Drawdown
−24.26%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
13.58%
9.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 41% · M 5% · S 35%
Number of Stocks
23
31
Portfolio P/E
21.69
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –