Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
0.81%
13.10%
1 Year
7.79%
18.11%
3 Years
9.10%
14.56%
5 Years
—
8.71%
Since Inception
17.42%
13.67%
Fund Age
8 yrs 11 mo
11 yrs 2 mo
AUM
₹342.11 Cr
₹138.06 Cr
Alpha – 1 Year
3.07%
18.46%
Alpha – 3 Years
−2.99%
5.57%
Information Ratio – 3 Years
0.29
0.62
Volatility – 1 Year
17.73%
22.83%
Volatility – 3 Years
15.85%
16.72%
Beta – 1 Year
1.00
1.29
Beta – 3 Years
0.98
1.00
Sharpe Ratio – 1 Year
0.21
0.61
Sharpe Ratio – 3 Years
0.50
0.55
Worst Rolling Year
9.10%
-8.44%
Value at Worst Rolling Year
₹1.09 Cr
₹0.92 Cr
Deepest Drawdown
−24.26%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
13.58%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 38% · M 14% · S 45%
Number of Stocks
23
18
Portfolio P/E
21.69
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%