Marathon Trends - Trend Following
EQUITY FLEXI CAP
"Our investment philosophy is ""Long term Trend Investing"", where our objective is to identify good quality growth stocks with trending earnings. We optimize entry and exit by using a quantitative model. Risk management is guided by the principle of ""Cut your losses quickly and let your profits run"". "
+15.05%
3Y annualised returns
+13.46%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
12 Sep '17
Total AUM
₹353.58Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity98.4%
Cash1.6%
Equity market cap split
Mid Cap43.4%
Large Cap42.4%
Small Cap12.6%
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
0.00%
PMS management
ASAtul SuriCEO & CIO, Marathon Trends AdvisoryView details
AS
Atul Suri
CEO & CIO, Marathon Trends Advisory
View details
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.
PMS house
Marathon Trends
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