The fund manager looks to buy stocks in longer term trends.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -5.06% | 0.86 | 17.74% | 71.05% |
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 | 2.15% | 12.16% | -2.10% | -0.35% | -3.08% | 12.39% | - | - | 17.77% |
| S&P BSE 500 TRI | 1.73% | 12.10% | -3.53% | -1.96% | 1.52% | 12.53% | - | - | 15.85% |
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 | 3Y 3M | 349.44 | S&P BSE 500 TRI | 17.77% | 24 | 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 | 6.94% | 0.35% | 71.05% | 7.29% | 1.15 | 17.74% | -0.07 | 7.44% | 0.71 | 60.53 % |
| Nifty 500 | 3.35% | -0.28% | 3.07% | 1.03 | 2.65% | 0.33 | 57.89 % | |||
| Nifty Midcap 100 | -4.07% | -0.99% | -5.06% | 0.86 | -7.56% | -0.99 | 39.47 % | |||
| Nifty Smallcap 100 | 2.35% | -1.34% | 1.01% | 0.65 | -6.18% | -0.55 | 39.47 % | |||
| BSE 500 | 3.81% | -0.27% | 3.54% | 1.04 | 3.29% | 0.41 | 55.26 % | |||
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 | 42.40 |
| Mid Cap | 43.41 |
| Small Cap | 12.56 |
| Cash | 1.63 |
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 30th Jun 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of May 26.
