A large and midcap fund with a long-term approach to create wealth.
+19.23%
3Y annualised returns
+24.28%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
01 Sep '17
Total AUM
₹193.45Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity99.2%
Cash0.8%
Equity market cap split
Mid Cap34.4%
Small Cap32.0%
Large Cap28.1%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
2%
PMS management
AS
Atul Suri
CEO & CIO, Marathon Trends Advisory
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About
"Mr. Atul Suri has over 25 years of experience in trading and investing in Indian equities. He started his career as a Fundamental Analyst in 1990, with one of India’s first Equity Research driven fund houses, Parag Parikh Financial Advisory services. In 1994 he secured a Masters in Banking and Finance from UTS Sydney, Australia. It was at UTS that he was introduced to technical analysis as part of his studies on Foreign Exchange (FOREX) trading. On his return to India, he moved into Institutional Equity Sales with Birla Sun Life Securities, where he later set-up and lead the Private Client Group business. In 2003, Atul established Marathon Capital, a company focused on trading Index futures. In 2008 he joined RARE Enterprises, a family office of Mr. Rakesh Jhunjunwala, as a Technical Analyst and managed an Independent Book and had a great opportunity to learn from the masters. In 2017 he moved on to running his own Portfolio Management Service (PMS) Marathon Trends Advisory where he is the CEO and CIO."
Experience
Over 25 years of experience in the Indian equity markets since 1990.
Investment philosophy
Trading and investing in Indian equities using technical and fundamental analysis.
Previously worked at
RARE Enterprises
Marathon Capital
Birla Sun Life Securities
Parag Parikh Financial Advisory Services
Awards
Managed an independent book at RARE Enterprises, the family office of Mr. Rakesh Jhunjunwala, and established the Private Client Group at Birla Sun Life Securities.