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 | 3.79% | 12.73% | -9.20% | -3.54% | 21.90% | - | - | - | 25.11% |
| BSE 500 TRI | 3.54% | 14.65% | 0.62% | 8.54% | 20.90% | - | - | - | 23.73% |
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 | 52.20 |
| Mid Cap | 29.23 |
| Small Cap | 15.96 |
| Cash | 2.61 |
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 30 June 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
