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

We use Fundamental Analysis to identify good quality, growth oriented stocks. We combine this with quantitative analysis to optimize Entry and Exit points.Focused investments are done in stocks witnessing growth in earnings and prices (Megatrends)

Investment Objective

Our investment philosophy is ""Long term Trend Investing"", where our objective is to identify good quality growth stocks with trending earnings. We optimize entry and exit by using a quantitative model. Risk management is guided by the principle of ""Cut your losses quickly and let your profits run"".

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, led by CEO Atul, offers professional and proven investment services. With almost three decades of experience, Atul excels as a portfolio manager, having begun as a fundamental analyst at Parag Parikh Financial Advisory Services in 1991, gaining expertise in identifying high-quality stocks. Furthering his skills, Atul pursued a Masters in Banking and Finance in Sydney, delving into quant and technical analysis.Returning to India in the late 90s, Atul joined Birla Sun Life Securities, leading the Private Client Group business. In 2003, he founded Marathon Capital, focusing on trading Index derivatives, enriching his understanding of financial markets. Atul later joined RARE Enterprises in 2008 as an Analyst, gaining invaluable experience, laying the foundation for his own Portfolio Management Services (PMS) fund.Leveraging his vast experience, Atul manages Trend Following, PMS offering of Marathon Trends Advisory. His approach combines fundamental and technical analysis, with a deep understanding of market trends. This expertise enables our team to navigate financial complexities, delivering superior investment outcomes.Beyond finance, Atul’s passions – marathon running and scuba diving – shape his portfolio management skills. These pursuits instill discipline, perseverance, and adaptability, evident in his focused and disciplined strategy, adept at evolving market conditions.At Marathon Trends Advisory, we recognize Atul’s personal interests contribute to his holistic perspective as a portfolio manager. His love for marathon running emphasizes long-term goal-setting and commitment. Likewise, scuba diving fosters exploration, uncovering hidden opportunities translated into his investment strategies. Fuelled by a passion for the Indian markets, vast experience, and a well-rounded approach to investing,Atul and our team dedicate ourselves to helping investors capitalize on emerging trends, achieving long- term financial success. Trust in our commitment to transforming your financial goals into reality.

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%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

Affluense AI – Smarter Insights. Stronger Relationships with Affluents.

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