Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Wave-Bloom
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%
−0.67%
6 Months
0.81%
−7.55%
1 Year
7.79%
0.34%
3 Years
9.10%
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5 Years
—
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Since Inception
17.42%
12.70%
Fund Age
8 yrs 11 mo
2 yrs 3 mo
AUM
₹342.11 Cr
₹7.52 Cr
Alpha – 1 Year
3.07%
−2.64%
Alpha – 3 Years
−2.99%
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Information Ratio – 3 Years
0.29
—
Volatility – 1 Year
17.73%
8.98%
Volatility – 3 Years
15.85%
—
Beta – 1 Year
1.00
0.39
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.21
-0.50
Sharpe Ratio – 3 Years
0.50
—
Worst Rolling Year
9.10%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−24.26%
−10.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.58%
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 40% · M 35% · S 22%
L 71% · M 18% · S 10%
Number of Stocks
23
10
Portfolio P/E
21.69
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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