Portfolio Management Services (PMS)Compare Schemes
Marathon Trends - Trend Following vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Marathon Trends - Trend Following
Wright Factor Fund
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%
10.96%
6 Months
0.81%
14.84%
1 Year
7.79%
16.93%
3 Years
9.10%
—
5 Years
—
—
Since Inception
17.42%
20.33%
Fund Age
8 yrs 11 mo
3 yrs
AUM
₹342.11 Cr
₹214.05 Cr
Alpha – 1 Year
3.07%
12.21%
Alpha – 3 Years
−2.99%
—
Information Ratio – 3 Years
0.29
0.51
Volatility – 1 Year
17.73%
22.29%
Volatility – 3 Years
15.85%
21.03%
Beta – 1 Year
1.00
0.97
Beta – 3 Years
0.98
0.97
Sharpe Ratio – 1 Year
0.21
0.57
Sharpe Ratio – 3 Years
0.50
0.72
Worst Rolling Year
9.10%
18.92%
Value at Worst Rolling Year
₹1.09 Cr
₹1.19 Cr
Deepest Drawdown
−24.26%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.58%
19.26%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 40% · M 35% · S 22%
L 12% · M 21% · S 55%
Number of Stocks
23
25
Portfolio P/E
21.69
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%