Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
ValueQuest - Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.43%
1.42%
6 Months
0.81%
31.94%
1 Year
7.79%
21.84%
3 Years
9.10%
17.21%
5 Years
—
16.75%
Since Inception
17.42%
18.18%
Fund Age
8 yrs 11 mo
13 yrs 5 mo
AUM
₹342.11 Cr
₹2,035.08 Cr
Alpha – 1 Year
3.07%
18.86%
Alpha – 3 Years
−2.99%
5.32%
Information Ratio – 3 Years
0.29
0.50
Volatility – 1 Year
17.73%
24.29%
Volatility – 3 Years
15.85%
19.24%
Beta – 1 Year
1.00
1.15
Beta – 3 Years
0.98
1.04
Sharpe Ratio – 1 Year
0.21
0.70
Sharpe Ratio – 3 Years
0.50
0.65
Worst Rolling Year
9.10%
-15.08%
Value at Worst Rolling Year
₹1.09 Cr
₹0.85 Cr
Deepest Drawdown
−24.26%
−8.16%
Recovery Period
Not yet recovered
15 days
1-Year Rolling Windows Positive
100.00%
82.66%
Median Rolling Year
13.58%
25.54%
5-Year Rolling Windows Positive
—
96.08%
Market-Cap Mix
L 40% · M 35% · S 22%
L 23% · M 1% · S 69%
Number of Stocks
23
24
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%
Acutaas Chemicals Ltd
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 1%