Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
White Oak India Select Equity 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%
4.84%
6 Months
0.81%
7.61%
1 Year
7.79%
−0.76%
3 Years
9.10%
11.28%
5 Years
—
9.58%
Since Inception
17.42%
11.67%
Fund Age
8 yrs 11 mo
7 yrs 11 mo
AUM
₹342.11 Cr
₹12.5 Cr
Alpha – 1 Year
3.07%
−3.74%
Alpha – 3 Years
−2.99%
−0.61%
Information Ratio – 3 Years
0.29
-0.06
Volatility – 1 Year
17.73%
20.02%
Volatility – 3 Years
15.85%
16.21%
Beta – 1 Year
1.00
1.05
Beta – 3 Years
0.98
0.91
Sharpe Ratio – 1 Year
0.21
-0.22
Sharpe Ratio – 3 Years
0.50
0.41
Worst Rolling Year
9.10%
8.66%
Value at Worst Rolling Year
₹1.09 Cr
₹1.09 Cr
Deepest Drawdown
−24.26%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
14.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 36% · M 30% · S 35%
Number of Stocks
23
15
Portfolio P/E
21.69
35.71
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 · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%