Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Marathon Trends - Trend Following
Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Tenet Portfolio (previously known as ABC Equity 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%
−0.27%
6 Months
0.81%
−1.47%
1 Year
7.79%
6.66%
3 Years
9.10%
11.29%
5 Years
—
13.68%
Since Inception
17.42%
15.03%
Fund Age
8 yrs 11 mo
5 yrs 7 mo
AUM
₹342.11 Cr
₹138.83 Cr
Alpha – 1 Year
3.07%
7.01%
Alpha – 3 Years
−2.99%
2.30%
Information Ratio – 3 Years
0.29
0.23
Volatility – 1 Year
17.73%
16.50%
Volatility – 3 Years
15.85%
16.10%
Beta – 1 Year
1.00
0.93
Beta – 3 Years
0.98
0.99
Sharpe Ratio – 1 Year
0.21
0.15
Sharpe Ratio – 3 Years
0.50
0.41
Worst Rolling Year
9.10%
11.25%
Value at Worst Rolling Year
₹1.09 Cr
₹1.11 Cr
Deepest Drawdown
−24.26%
−21.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
17.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
—
Number of Stocks
23
18
Portfolio P/E
21.69
32.00
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%
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%