Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.43%
3.26%
6 Months
0.81%
4.03%
1 Year
7.79%
0.70%
3 Years
9.10%
10.01%
5 Years
—
8.40%
Since Inception
17.42%
14.84%
Fund Age
8 yrs 11 mo
7 yrs 10 mo
AUM
₹342.11 Cr
₹2,937.84 Cr
Alpha – 1 Year
3.07%
−2.28%
Alpha – 3 Years
−2.99%
−1.88%
Information Ratio – 3 Years
0.29
-0.37
Volatility – 1 Year
17.73%
17.90%
Volatility – 3 Years
15.85%
14.65%
Beta – 1 Year
1.00
1.00
Beta – 3 Years
0.98
0.93
Sharpe Ratio – 1 Year
0.21
-0.18
Sharpe Ratio – 3 Years
0.50
0.35
Worst Rolling Year
9.10%
7.25%
Value at Worst Rolling Year
₹1.09 Cr
₹1.07 Cr
Deepest Drawdown
−24.26%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
15.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 58% · M 15% · S 26%
Number of Stocks
23
71
Portfolio P/E
21.69
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%