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Marathon Trends - Trend Following
Marathon Trends - Trend Following

Marathon Trends - Trend Following

  • Marcellus Investment Managers Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 209
    Out of 230*
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Portfolio age2 years, 4 months
5.03%
3.68%
Hurdle Rate**10%
Fixed fee2.00%
Min. Investment50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 30/06/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (2.61%)
Allocation by Market Cap
Small Cap (9.96%)
Mid Cap (36.28%)
Large Cap (51.15%)
Sector Holdings
  • Financial Services29.37%
  • Capital Goods15.55%
  • Healthcare13.46%
  • Automobile and Auto Components9.28%
  • Consumer Services7.69%
Stock Holdings
  • Persistent Systems Limited6.24%
  • Lloyds Metals and Energy Limited5.83%
  • Federal Bank Ltd5.5%
  • Bharat Electronics Ltd5.38%
  • Shriram Finance Limited5.12%

bt_logoPORTFOLIO MANAGERS

Atul Suri
  • Manager Rank Out of 164
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM482.78
  • Highest Return In 1 Yr-5.74%
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.

Other Schemes
AUM (₹ Cr)
₹482.78 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
51 Out of 250
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹482.78 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
51 Out of 250
Fixed Fee
2.00%
AUM (₹ Cr)
₹81.41 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 250
Fixed Fee
1.25%
AUM (₹ Cr)
₹1,683.07 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 250
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
₹758.63 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 250
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 250
Fixed Fee
1.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Marcellus Investment Managers Pvt Ltd
Marcellus Investment Managers Pvt Ltd manages assets worth Rs 4707.18 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap, 2 Large Cap and 2 Mid Cap schemes.

AUM (₹ cr)

4,707.18 (As on Jun, 2025)

Number of Schemes

6
Schemes From This AMC
AUM (₹ Cr)
₹482.78 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
51 Out of 250
Fixed Fee
2.00%
AUM (₹ Cr)
₹3,087.74 Cr
Hurdle Rate
8% Or 12%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
5 Out of 24
Fixed Fee
2.00%
AUM (₹ Cr)
₹176.11 Cr
Hurdle Rate
6% + Benchmark
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
11 Out of 20
Fixed Fee
2.50%
AUM (₹ Cr)
₹248.04 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
13 Out of 20
Fixed Fee
1.50%
AUM (₹ Cr)
₹49.61 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
156 Out of 250
Fixed Fee
2.00%
AUM (₹ Cr)
₹242.60 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
21 Out of 24
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Marathon Trends - Trend Following?
The hurdle rate of Marathon Trends - Trend Following is 10%.
What is the fixed fee charged in Marathon Trends - Trend Following ?
The fixed fee charged in Marathon Trends - Trend Following is 2.00%.
What is the variable fee charged in Marathon Trends - Trend Following ?
The variable fee charged in Marathon Trends - Trend Following is 1.00%.
What is the profit sharing in Marathon Trends - Trend Following ?
The profit sharing in Marathon Trends - Trend Following is 20% Profit Sharing above 10% Hurdle.
What is the minimum investment in Marathon Trends - Trend Following ?
The minimum investment in Marathon Trends - Trend Following is ₹50 Lacs
What type of scheme is Marathon Trends - Trend Following?
Marathon Trends - Trend Following is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Marathon Trends - Trend Following?
The inception date of Marathon Trends - Trend Following is Apr 01, 2023.
What is the exit load of Marathon Trends - Trend Following?
Exit load is 0%