Marathon Trends PMS


Key Portfolio Attributes

Inception Date: 01 December 2017

Number of Stocks: around 20

Fund Manager Name: Atul Suri

Fund Manager Experience: 20 years +

Fund Manager Qualification: Masters in Banking & Finance from UTS Sydney , was part of India’s earliest research backed equity fund manager -Parag Parikh Fin Advisory. Set up private client group at Birla Sun Life Sec.

Investment Objective

The fund manager looks to buy stocks in longer term trends.

Portfolio Strategy

Looks for long term trending stocks , trends in price with overlay of long term trends in earnings.

Fund Methodology

• Identify liquid universe of stocks

• Find stocks in multiyear trend

• Build a portfolio of stocks showing promise of good momentum

• Exit when prices break longer term trend.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-2.9%-4.9%-9.1%8.8%20.8%13.1%--7.8%
Nifty 500-0.7%-0.9%-2.0%19.6%35.8%15.2%--11.6%



Portfolio Holdings


Holding %
SRF LIMITED 6.26
INFO EDGE INDIA LIMITED 5.72
DIVIS LABORATORIES LIMITED 5.28
LARSEN AND TOUBRO INFOTECH LIMITED 4.96
NAVIN FLUORINE INTERNATIONAL LTD 4.92
PI INDUSTRIES LIMITED 4.66
ICICI BANK LIMITED 4.65
DEEPAK NITRITE LIMITED 4.59
PIDILITE INDUSTRIES LTD 4.47
DR LAL PATHLABS LIMITED 4.29
Top 10 Equity Holdings 49.80

Sector Allocation


Holding %
Cash 0.70
Industrial Capital Goods 2.86
Consumer Durables 3.94
Petroleum Products 3.96
Gas 4.11
Healthcare Services 4.29
Pesticides 4.66
Software 4.96
Retailing 5.72
Finance 6.30
Consumer Non Durables 11.00
Banks 11.24
Pharmaceuticals 12.26
Chemicals 23.99

Market Cap Allocation


Allocations %
Large Cap 48.0
Mid Cap 36.6
Small Cap 8.3
Cash 7.1

Disclaimer

#Returns as of 30 Apr 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.



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