Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Unifi APJ 20*
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%
3.07%
6 Months
0.81%
13.63%
1 Year
7.79%
10.76%
3 Years
9.10%
13.00%
5 Years
—
13.13%
Since Inception
17.42%
20.07%
Fund Age
8 yrs 11 mo
10 yrs 11 mo
AUM
₹342.11 Cr
₹942.94 Cr
Alpha – 1 Year
3.07%
6.04%
Alpha – 3 Years
−2.99%
0.91%
Information Ratio – 3 Years
0.29
0.27
Volatility – 1 Year
17.73%
18.61%
Volatility – 3 Years
15.85%
17.55%
Beta – 1 Year
1.00
1.02
Beta – 3 Years
0.98
1.01
Sharpe Ratio – 1 Year
0.21
0.35
Sharpe Ratio – 3 Years
0.50
0.49
Worst Rolling Year
9.10%
-10.32%
Value at Worst Rolling Year
₹1.09 Cr
₹0.90 Cr
Deepest Drawdown
−24.26%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
13.58%
19.87%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 15% · M 3% · S 82%
Number of Stocks
23
—
Portfolio P/E
21.69
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—