COMPARE PMS SCHEMES| Category | Multi Cap AND Flexi Cap | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 2.00% | ||
| Variable Fee | 1.00% | ||
| Hurdle Rate | 10% | ||
| Profit Sharing | 20% Profit Sharing above 10% Hurdle | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 2 years, 10 months |
 Atul Suri | |||
| Profile | 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. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Automobile and Auto Components 10.19% Capital Goods 13.96% Financial Services 33.54% Healthcare 9.81% Metals & Mining 12.91% | ||
| Stock Holdings | Bajaj Finance Limited 5.26% Bharat Electronics Ltd. 5.24% Cash & Cash Equivalents 5.18% Federal Bank Ltd. 5.51% National Aluminium Co. Ltd. 5.64% Persistent Systems Limited 5.28% Shriram Finance Limited 5.3% Tvs Motor Company Ltd. 5.3% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 0% |
