Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Tcg India Investment Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.43%
4.64%
6 Months
0.81%
20.32%
1 Year
7.79%
29.93%
3 Years
9.10%
—
5 Years
—
—
Since Inception
17.42%
15.24%
Fund Age
8 yrs 11 mo
1 yr 9 mo
AUM
₹342.11 Cr
₹3.17 Cr
Alpha – 1 Year
3.07%
25.21%
Alpha – 3 Years
−2.99%
—
Information Ratio – 3 Years
0.29
—
Volatility – 1 Year
17.73%
24.54%
Volatility – 3 Years
15.85%
—
Beta – 1 Year
1.00
1.19
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.21
0.97
Sharpe Ratio – 3 Years
0.50
—
Worst Rolling Year
9.10%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−24.26%
−12.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.58%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 40% · M 35% · S 22%
L 28% · M 19% · S 50%
Number of Stocks
23
36
Portfolio P/E
21.69
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –