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Marathon Trends - Trend Following
Marathon Trends - Trend Following

Marathon Trends - Trend Following

  • Marcellus Investment Managers Pvt Ltd
  • FLEXICAP
  • 35
    Out of 50*
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Portfolio age 1 years, 11 months
-10.44%
-3.43%
Hurdle Rate** 8.00%
Fixed fee 2.50%
Min. Investment 50 Lac
*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

TRAILING PERFORMANCE

(As on 31/01/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (91.49%)
CASH AND EQUIVALENT (8.51%)
Allocation by Market Cap
Small Cap (16.97%)
Large Cap (44.08%)
Mid Cap (30.44%)
Sector Holdings
  • Capital Goods 24.09%
  • Financial Services 23.62%
  • Information Technology 10.57%
  • Healthcare 9.82%
  • Fast Moving Consumer Goods 9.49%
Stock Holdings
  • Cash & Cash Equivalents 8.51%
  • Persistent Systems Limited 6.96%
  • ICICI Bank Ltd 6.17%
  • Apar Industries Ltd 5.86%
  • Sun Pharmaceutical Industries Ltd 5.52%

PORTFOLIO MANAGERS

Atul Suri
  • Manager Rank Out of 25
    i
    Rank is based on 3-year return
  • Schemes Managed 1
  • Total AUM Undisclosed
  • Highest Return In 1 Yr 5.20%
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.

Other Schemes
  • table
  • Grid
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category
FLEXICAP
Category Rank
55 Out of 64
Fixed Fee
2.50%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
1Out of 1
-10.44%
-3.43%
S&P BSE 500 TRI
FLEXICAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

PEER ANALYSIS

  • table
  • Grid
Compare
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category Rank
55 Out of 64
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 64
Fixed Fee
0.50%
AUM (₹ Cr)
871.20
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 64
Fixed Fee
1.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 64
Fixed Fee
1.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 64
Fixed Fee
2.00%
AUM (₹ Cr)
49.51
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 64
Fixed Fee
2.00%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
1Out of 64
-10.44%
-3.43%
S&P BSE 500 TRI
FLEXICAP
8%
₹UNDISC. Cr.
1Out of 64
-0.01%
-0.45%
Nifty 50 TRI
FLEXICAP
12.00%
₹UNDISC. Cr.
1Out of 64
-0.65%
-3.43%
S&P BSE 500 TRI
FLEXICAP
8.00%
₹871.20 Cr.
1Out of 64
-1.13%
-0.48%
Nifty 50 TRI
FLEXICAP
10.00%
₹UNDISC. Cr.
1Out of 64
-1.23%
-3.43%
S&P BSE 500 TRI
FLEXICAP
10.00%
₹UNDISC. Cr.
1Out of 64
-1.32%
-3.43%
S&P BSE 500 TRI
FLEXICAP
10%
₹49.51 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

Marcellus Investment Managers Pvt Ltd
Marcellus Investment Managers Pvt Ltd manages assets worth Rs 5217.67 crores. Its current offering of PMS schemes includes 2 Large Cap, 2 Mid Cap, 1 Multi Cap and 1 Flexicap schemes.

AUM (₹ cr)

5217.67 (As on Jan, 2025)

Number of Schemes

6
Schemes From This AMC
  • table
  • Grid
AUM (₹ Cr)
₹237.82 Cr.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
2 Out of 26
Fixed Fee
2.50%
AUM (₹ Cr)
₹205.21 Cr.
Hurdle Rate
6% + Benchmark
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
1 Out of 23
Fixed Fee
2.50%
AUM (₹ Cr)
₹3377.59 Cr.
Hurdle Rate
8% Or 12%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
11 Out of 26
Fixed Fee
2.00%
AUM (₹ Cr)
₹297.38 Cr.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
5 Out of 23
Fixed Fee
0%
AUM (₹ Cr)
₹46.47 Cr.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
54 Out of 177
Fixed Fee
2.00%
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category
FLEXICAP
Category Rank
55 Out of 64
Fixed Fee
2.50%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
1Out of 6
0.39%
-0.45%
Nifty 50 TRI
10.00%
LARGE CAP
₹237.82 Cr.
1Out of 6
-2.16%
-3.43%
S&P BSE 500 TRI
6% + Benchmark
MID CAP
₹205.21 Cr.
1Out of 6
-2.63%
-0.45%
Nifty 50 TRI
8% Or 12%
LARGE CAP
₹3377.59 Cr.
1Out of 6
-4.54%
-3.43%
S&P BSE 500 TRI
10.00%
MID CAP
₹297.38 Cr.
1Out of 6
-5.21%
-3.43%
S&P BSE 500 TRI
No Option
MULTI CAP
₹46.47 Cr.
1Out of 6
-10.44%
-3.43%
S&P BSE 500 TRI
8%
FLEXICAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’S

What is the hurdle rate of Marathon Trends - Trend Following?
The hurdle rate of Marathon Trends - Trend Following is 8%.
What is the fixed fee charged in Marathon Trends - Trend Following ?
The fixed fee charged in Marathon Trends - Trend Following is 2.50%.
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 8% Hurdle.
What is the minimum investment in Marathon Trends - Trend Following ?
The minimum investment in Marathon Trends - Trend Following is ₹50 Lac
What type of scheme is Marathon Trends - Trend Following?
Marathon Trends - Trend Following is an Equity scheme. It falls in the FLEXICAP category.
What is the inception date of Marathon Trends - Trend Following?
The inception date of Marathon Trends - Trend Following is Apr 1, 2023 .
What is the exit load of Marathon Trends - Trend Following?
Exit load is 0%
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