Trend Following

Marathon Trends Advisory Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
1 April 2023
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Our investment strategy employs fundamental analysis to pinpoint high-quality, growth-oriented equities. This approach is augmented by quantitative analysis to refine optimal entry and exit strategies. We concentrate our investments in companies experiencing sustained growth in both earnings and stock prices, aligned with prevailing megatrends.

Investment Objective

Our investment approach centers on "Long-Term Trend Investing." The core objective is to pinpoint high-quality growth equities demonstrating sustained earnings momentum. We employ a quantitative framework to optimize both entry and exit points. Our risk management strategy is underpinned by the tenet of expeditiously limiting losses while allowing profitable positions to appreciate.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 0.74% -0.24% 0.98%
3 MONTHS 8.20% 5.02% 3.18%
6 MONTHS 1.79% 1.63% 0.16%
1 YEAR -4.03% 7.63% -11.66%
2 YEAR 8.66% 11.64% -2.98%
SINCE INCEPTION 22.22% 20.52% 1.70%

Calendar Year Performance

Year Return
CY 2025 -4.03%
CY 2024 23.04%

Financial Year Performance

Year Return
FY 26_YTD 11.72%
FY 25 -2.68%
FY 24 59.99%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Atul Suri

CEO – Portfolio Manager

Marathon Trends Advisory provides expert and validated investment solutions, spearheaded by CEO Atul. With nearly thirty years in the financial sector, Atul possesses significant expertise as a portfolio manager. His career commenced in 1991 as a fundamental analyst at Parag Parikh Financial Advisory Services, where he honed his ability to identify high-quality equities. He subsequently pursued a Master's degree in Banking and Finance in Sydney, deepening his knowledge in quantitative and technical analysis. Upon returning to India in the late 1990s, Atul joined Birla Sun Life Securities, assuming leadership of the Private Client Group. In 2003, he established Marathon Capital, concentrating on Index derivative trading and expanding his market comprehension. Later, in 2008, Atul became an Analyst at RARE Enterprises, acquiring substantial experience that prepared him for establishing his own Portfolio Management Services (PMS) fund. Drawing upon his extensive background, Atul oversees the Trend Following PMS offering at Marathon Trends Advisory. His investment methodology integrates fundamental and technical analysis, underpinned by a profound understanding of market dynamics. This proficiency empowers our team to effectively manage financial intricacies and achieve robust investment performance. Beyond his professional endeavors, Atul’s personal pursuits of marathon running and scuba diving influence his portfolio management approach. These activities cultivate discipline, persistence, and adaptability, reflected in his structured strategy that responds adeptly to evolving market conditions. Marathon Trends Advisory acknowledges how Atul’s personal interests contribute to his comprehensive perspective as a portfolio manager. His dedication to marathon running mirrors a focus on long-term objectives and unwavering commitment. Similarly, scuba diving encourages exploration and the identification of overlooked opportunities, which are translated into his investment strategies. Driven by a strong commitment to the Indian capital markets, extensive experience, and a balanced investment philosophy, Atul and our team are dedicated to assisting investors in leveraging emerging trends for sustainable, long-term financial prosperity. We are committed to translating your financial aspirations into tangible outcomes.

Portfolio Details

Portfolio Composition

Large Cap
35.34%
Mid Cap
51.30%
Small Cap
8.18%
Cash & Equivalent
5.18%

Top 5 Holdings

  • National Aluminium Co. Ltd. 5.64%
  • Federal Bank Ltd. 5.51%
  • Tvs Motor Company Ltd. 5.30%
  • Persistent Systems Limited 5.28%
  • Cash & Cash Equivalents 5.18%

Top 5 Sectors

  • Financial Services 33.54%
  • Capital Goods 13.96%
  • Metals & Mining 12.91%
  • Automobile and Auto Components 10.19%
  • Healthcare 9.81%

Portfolio Characteristics

total number of stocks
18
top 5 stocks percent
26.91%
top 5 sectors percent
80.41%
average market cap
192779
portfolio age
2 Yrs, 8 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2%

Variable Fee

AMC: 1%

Hurdle: 10%

Profit Sharing: 20%

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)