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
Marathon Trends Trend Following2.75%6.62%26.79%57.71%---58.17%
BSE 500 TRI3.44%6.05%25.01%38.63%---40.86%

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 39.62
Mid Cap 28.63
Small Cap 19.32
Cash 12.4

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists

Disclaimer

#Returns as of 30 Apr 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Related Investment(s)

Do Not Simply Invest, Make Informed Decisions

Subscribe To Our Newsletter

By PMS AIF WORLD • Over 30,000 Subscribers

Stay informed with our latest updates. Subscribe to our newsletter for exclusive content, news, and valuable insights.

This will close in 0 seconds

This will close in 0 seconds