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 | 7.49% | 13.21% | 23.07% | 51.16% | - | - | - | - | 60.77% |
| BSE 500 TRI | 7.05% | 11.66% | 16.68% | 38.28% | - | - | - | - | 43.05% |
Portfolio Holdings
| Holding | % |
|---|---|
| ACTION CONSTRUCTION EQUIPMENT LIMITED | 5.89 |
| ABB INDIA LIMITED | 5.31 |
| SIEMENS LTD | 5.22 |
| APAR INDUSTRIES LTD | 4.96 |
| SUN PHARMACEUTICALS INDUSTRIES LIMITED | 4.78 |
| VARUN BEVERAGES LTD | 4.63 |
| KEI INDUSTRIES LTD. | 4.57 |
| ICICI BANK LIMITED | 4.37 |
| TUBE INVESTMENTS OF INDIA LIMITED | 4.37 |
| JBM Auto Limited | 4.30 |
Sector Allocation
| Holding | % |
|---|---|
| Industrial Products | 14.16 |
| Electrical Equipment | 14.22 |
| Pharmaceuticals & Biotechnology | 9.55 |
| Auto Components | 9.48 |
| Finance | 9.22 |
| IT - Software | 15.07 |
| Banks | 8.12 |
| Agricultural, Commercial & Construction Vehicles | 6.88 |
| Beverages | 5.20 |
| Food Products | 3.53 |
| CASH | 4.57 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 43.66 |
| Mid Cap | 27.72 |
| Small Cap | 14.42 |
| Cash | 14. |
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 30 June 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
