The fund manager looks to buy stocks in longer term trends.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -9.77% | 1.00 | 19.14% | 75.76% |
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 Advisory Pvt Ltd Trend Following | 0.74% | 8.20% | 1.79% | -4.03% | 8.66% | - | - | - | 22.22% |
| S&P BSE 500 TRI | -0.24% | 5.02% | 1.63% | 7.63% | 11.64% | - | - | - | 20.52% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Marathon Trends Advisory Pvt Ltd Trend Following | Multi Cap & Flexi Cap | Mr. Atul Suri | 01 April 2023 | 2Y 10M | 385.36 | S&P BSE 500 TRI | 22.22% | 21 | 14 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | -11.02% | -3.52% | 75.76% | -14.54% | 1.42 | 19.14% | -0.40 | 6.28% | 0.57 | 57.58 % |
| Nifty 500 | -7.33% | -3.39% | -10.72% | 1.31 | 2.75% | 0.32 | 60.61 % | |||
| Nifty Midcap 100 | -6.51% | -3.26% | -9.77% | 1.00 | -6.10% | -0.79 | 42.42 % | |||
| Nifty Smallcap 100 | 4.69% | -3.1% | 1.59% | 0.79 | -4.31% | -0.40 | 39.39 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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 | 40.35 |
| Mid Cap | 46.29 |
| Small Cap | 8.18 |
| Cash | 5.18 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 Dec 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 25.
