Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.43%
2.21%
6 Months
0.81%
21.04%
1 Year
7.79%
21.34%
3 Years
9.10%
19.08%
5 Years
—
23.67%
Since Inception
17.42%
—
Fund Age
8 yrs 11 mo
6 yrs 4 mo
AUM
₹342.11 Cr
₹364.08 Cr
Alpha – 1 Year
3.07%
21.69%
Alpha – 3 Years
−2.99%
10.08%
Information Ratio – 3 Years
0.29
0.52
Volatility – 1 Year
17.73%
32.28%
Volatility – 3 Years
15.85%
28.08%
Beta – 1 Year
1.00
1.47
Beta – 3 Years
0.98
1.60
Sharpe Ratio – 1 Year
0.21
0.58
Sharpe Ratio – 3 Years
0.50
0.57
Worst Rolling Year
9.10%
15.61%
Value at Worst Rolling Year
₹1.09 Cr
₹1.16 Cr
Deepest Drawdown
−24.26%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%