Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
WhiteOak Capital Business Leaders
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%
3.42%
6 Months
0.81%
2.89%
1 Year
7.79%
2.59%
3 Years
9.10%
10.39%
5 Years
—
8.86%
Since Inception
17.42%
11.13%
Fund Age
8 yrs 11 mo
5 yrs 6 mo
AUM
₹342.11 Cr
₹63.54 Cr
Alpha – 1 Year
3.07%
−0.39%
Alpha – 3 Years
−2.99%
−1.50%
Information Ratio – 3 Years
0.29
-0.34
Volatility – 1 Year
17.73%
16.68%
Volatility – 3 Years
15.85%
13.79%
Beta – 1 Year
1.00
0.95
Beta – 3 Years
0.98
0.88
Sharpe Ratio – 1 Year
0.21
-0.09
Sharpe Ratio – 3 Years
0.50
0.40
Worst Rolling Year
9.10%
6.98%
Value at Worst Rolling Year
₹1.09 Cr
₹1.07 Cr
Deepest Drawdown
−24.26%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
12.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 35% · S 22%
L 69% · M 25% · S 5%
Number of Stocks
23
40
Portfolio P/E
21.69
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%