Special 
| Category | FLEXICAP | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 2.50% | ||
| Variable Fee | 1.00% | ||
| Hurdle Rate | 8% | ||
| Profit Sharing | 20% Profit Sharing above 8% Hurdle | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 1 years, 11 months |
 Atul Suri | |||
| Profile | Mr. Atul Suri has over 25 years of experience in trading and investing in Indian equities. He started his career as a Fundamental Analyst in 1990, with one of India’s first Equity Research driven fund houses, Parag Parikh Financial Advisory services. In 1994 he secured a Masters in Banking and Finance from UTS Sydney, Australia. It was at UTS that he was introduced to technical analysis as part of his studies on Foreign Exchange (FOREX) trading. On his return to India, he moved into Institutional Equity Sales with Birla Sun Life Securities, where he later set-up and lead the Private Client Group business. In 2003, Atul established Marathon Capital, a company focused on trading Index futures. In 2008 he joined RARE Enterprises, a family office of Mr. Rakesh Jhunjunwala, as a Technical Analyst and managed an Independent Book and had a great opportunity to learn from the masters. In 2017 he moved on to running his own Portfolio Management Service (PMS) Marathon Trends Advisory where he is the CEO and CIO. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Capital Goods 24.09% Fast Moving Consumer Goods 9.49% Financial Services 23.62% Healthcare 9.82% Information Technology 10.57% | ||
| Stock Holdings | Action Construction Equipments Ltd 5.24% Apar Industries Ltd 5.86% Bharat Electronics Ltd 5.3% Cash & Cash Equivalents 8.51% ICICI Bank Ltd 6.17% Persistent Systems Limited 6.96% Sun Pharmaceutical Industries Ltd 5.52% |
| Min. Investment | ₹5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 0% |
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