The fund manager looks to buy stocks in longer term trends.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Marathon Trends Trend Following | -3.34% | 5.37% | 1.75% | -11.20% | 13.11% | - | - | - | 23.93% |
| BSE 500 TRI | -2.71% | 4.44% | 6.69% | -2.08% | 16.63% | - | - | - | 22.31% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Industrial Products | 9.14 |
| Electrical Equipment | 4.68 |
| Pharmaceuticals & Biotechnology | 9.82 |
| Automobiles | 4.98 |
| Finance | 8.50 |
| IT - Software | 10.57 |
| Banks | 11.46 |
| Agricultural, Commercial & Construction Vehicles | 4.97 |
| Beverages | 4.65 |
| Diversified FMCG | 4.84 |
| Aerospace & Defense | 5.30 |
| Retail | 4.12 |
| Capital Markets | 3.66 |
| Ferrous Metals | 4.80 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 38.46 |
| Mid Cap | 34.43 |
| Small Cap | 19.77 |
| Cash | 7.34 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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Disclaimer
#Returns as of 31 July 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
