MARATHON TRENDS -
TREND FOLLOWING PMS
SEBI INP000005722
TYPE: FLEXI-CAP, GROWTH FUND
Investment Approach:
At Marathon Trends, our core philosophy revolves around
"BUYING STRENGTH and SELLING WEAKNESS." Trend
Following PMS aims to provide investors with superior
returns by actively navigating India’s dynamic equity
Date: June, 2024 markets. Our approach is a harmonious blend of
fundamental and technical analysis, enabling us to discern
and capitalize on evolving market dynamics.
Investment Strategy: With the Trend Following PMS, we offer clients a dynamic
Our investment strategy is a carefully crafted three-step investment approach that blends the art of trend
process that aims to capture and capitalize on market interpretation with the science of risk management, aiming
trends, providing our investors with optimal risk- to secure and maximize returns in an ever-changing market
adjusted returns. landscape.
Trending Earnings: It involves deploying robust
fundamental analysis to identify stocks with strong Trend Following PMS
(Returns are not SEBI verified & are calculated
BSE 500
(Benchmark)
earnings and growth potential with good corporate 60 after deducting all costs and fees.)
54.08% 54.26%
governance for informed decision-making. 50
Trending Price: The strategy prioritizes stocks for 40 38.38%
34.7%
sustained upward momentum and actively seeks
30
those outperforming the broader market, aiming for
significant returns. 20
20.53%
17.75%
Exit Strategy: We take into account the rate of 10
6.07%
5.19%
change in both earnings and prices, ensuring a
2.5%
0.83%
0
Month 1 Month 3 Month 6 1 Year Since Inception
comprehensive evaluation of our holdings. Thereby, *Returns as on 1st May, 2024
selling weakness in stocks.
Key Ratios:
Banking Custody:
Sharpe Ratio 1.01
Sortino Ratio 4.10
Strategic Partnership: We've partnered with Kotak Information Ratio 0.44
Bank, a name synonymous with trust and excellence,
Beta 0.62
for all banking, custodian, DP, and fund accounting
Standard Deviation 11.2
needs. This strategic alliance ensures seamless
operations and peace of mind for our investors.
*Morningstar methodology is used for calculating the above data
Fund Performance
01/02
Team:
Led by Atul Suri, the CEO of Marathon Trends Advisory Ltd. He
epitomizes excellence in professional investment services with a
career spanning nearly three decades. A key point occurred in
2008 when Atul joined RARE Enterprises, leveraging this
opportunity to enrich his analytical prowess under Rakesh
Jhunjhunwala.
Vineet Singh, Research head. With 20 years of experience, Vineet
honed his strategic investment skills at Rare Enterprise, Mumbai,
where he adeptly handled large-value equities, financial products,
and derivatives.
Fees and Expenses:
Portfolio Holdings:
Investment Amount: The gateway to this promising journey
starts with a minimum investment of 50 Lakhs. Scheme Inception: Launched in 2023, our
Flexibility: There's no lock-in period, making it an open- "Trend Following PMS" is designed to hold
ended scheme. For disciplined investing, we offer both a curated selection of approximately 20
Systematic Investment Plans (SIP) and Systematic Transfer stocks, ensuring a diversified yet focused
Plans (STP). approach.
Regulatory Compliance: SEBI Registration: We are registered Diversification: We remain sector-agnostic
with SEBI, bearing the registration number INP000005722. to spread risk and potential for reward,
Our commitment to transparency and adherence to ensuring that investments are aligned with
regulations is unwavering. the market's movements
Top 10 Holdings:
Other Information ABB India
Embrace the Strategy: By choosing to invest with us, you're Action Construction Equipment (ACE)
embracing the art of “BUYING STRENGTH and SELLING APAR Industries
WEAKNESS” – a strategy that can truly make your Britannia
investments thrive. Chola Finance
KEI Industries
KPIT
Siemens India
Disclaimer: Trent
This report is strictly for information and illustrative purposes only and should not be considered to be an Varun Beverages (VBL)
offer, or solicitation of an offer, to buy or sell any securities or funds or to enter into any contribution
agreements. Before anyone considers an investment, it is important to read through and understand the
contents of the Disclosure Document.
Marathon Trends Advisory Private Limited has obtained registration SEBI INP000005722 and is duly
authorized to provide Portfolio Management Services under SEBI (Portfolio Managers) Regulations, 1993,
Top Sectorial Allocations:
and any amendments thereto from time to time and rules, guidelines, circulars issued under the Securities
Exchange Board of India Act, 1992.
This report is strictly for the specified audience and is not intended for distribution to public and is not to be
disseminated or circulated to any other party outside of the intended purpose. This document may contain
confidential or proprietary information and no part of this document may be reproduced in any form
20.88% Electric Equipment
without its prior written consent to Marathon Trends Advisory Private Limited. If you receive a copy of this
document and you are not the intended recipient, you should destroy this document immediately. Any
11.94%
dissemination, copying or circulation of this communication in any form is strictly prohibited.
In preparing this report, Marathon Trends Advisory Private Limited has relied upon and assumed, without FMCG (Food)
independent verification, the accuracy and completeness of information available from public sources.
Accordingly, neither Marathon Trends Advisory Private Limited nor any of its shareholders, directors,
employees, agents or advisors shall be liable for any loss or damage (direct or indirect) suffered as a result of
reliance upon any statements contained in, or any omission from this presentation and any such liability is
expressly disclaimed.
8.72% Engineering
Securities investments are subject to market risks and there is no assurance or guarantee that the objectives
will be achieved. Past performance may not be indicative of future results. Therefore, no current or
prospective client should assume that the future performance will be profitable or equal to corresponding
indicated performance levels. 8.57% Auto Ancillaries
No client or prospective client should assume that any information presented in this report as the receipt of,
or a substitute for, personalized individual advice from the adviser or any other investment professional. In
making an investment decision, investors must rely on their own examination of the terms of the offering,
including the merits and risks involved. 8.27% Banks (Private Sector)
www.marathontrends.com
02/02
