Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Unifi BCAD-2-BREAKOUT 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%
3.01%
6 Months
0.81%
9.93%
1 Year
7.79%
7.49%
3 Years
9.10%
9.34%
5 Years
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Since Inception
17.42%
11.87%
Fund Age
8 yrs 11 mo
4 yrs 7 mo
AUM
₹342.11 Cr
₹1,953.44 Cr
Alpha – 1 Year
3.07%
2.77%
Alpha – 3 Years
−2.99%
−2.75%
Information Ratio – 3 Years
0.29
-0.26
Volatility – 1 Year
17.73%
19.15%
Volatility – 3 Years
15.85%
16.91%
Beta – 1 Year
1.00
1.06
Beta – 3 Years
0.98
1.03
Sharpe Ratio – 1 Year
0.21
0.19
Sharpe Ratio – 3 Years
0.50
0.30
Worst Rolling Year
9.10%
8.22%
Value at Worst Rolling Year
₹1.09 Cr
₹1.08 Cr
Deepest Drawdown
−24.26%
−20.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
12.78%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 40% · M 35% · S 22%
L 17% · M 8% · S 75%
Number of Stocks
23
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Portfolio P/E
21.69
23.80
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
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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