Marathon Trends PMS

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Welcome to AIF & PMS Experts India Pvt. Ltd.

About Company

Marathon Trends Advisory Private Limited is a SEBI-approved portfolio management services (PMS) firm run by Atul Suri, an Indian stock market veteran with over 30 years of expertise. MEGA TRENDS, our flagship PMS product, was created as a consequence of over three decades of expertise investing in India’s equity markets.

Fund Snapshot

Year of Inception 2017
Number of Stocks 20 (Approx)
Investment Horizon Long Term
Fund Managers Atul Suri

Trend Investing

Investing for the long term in fundamentally sound equities while remaining disciplined in your entry and exit decisions based on quantitative research.

Fundamentals (Quality) + Quantitative (Price) = Quantamental   process

Our Process

Step 1- Volume

Identify Liquid Universe

NSE All stocks + Delivery volume +   % of Allocation = Avoid Liquidity trap

Step 2- Fundamentals

CYCLICAL – • High Sales growth • High PAT growth • Low ROE

VALUE TRAP – • Low Sales growth • Low PAT growth • Low ROE

DEFENSIVE – • Low Sales growth • Low PAT growth • High ROE

Step 3- Quantitative

Quality stocks, which have Momentum

Length of trend +   Smooth momentum = BUY Best ranked stock

Step 4- SELL

Stock unable to sustain trend, in Earnings and Price

Declining growth rate, in Earnings – • Fundamentals

Relative weakness, in Price – • Quantitative

SELL – • Discipline

Unique Feature

Buy stocks in longer-term trends

Investment Philosophy

  • As its name suggests, Marathon Trends PMS aims to run an investment marathon (long-term), rather than short sprints
  • Marathon Trends PMS looks for long-term patterns in stocks and price trends overlaying long-term trends in earnings.
  • The investment team at Marathon Trends PMS focuses on building a portfolio of stocks showing promise of good momentum
  • Identify the liquid world of inventories
  • Exit as rates break the longer-term trend.

About Fund Manager

Mr. Atul ( Fund Manager )

Parag Parikh
Masters in Banking & Finance from UTS Sydney. Prior to managing Marathon Trends PMS, Mr. Atul was part of India’s very first research-backed equity fund management – Parag Parikh Fin Advisory.

Book a call with our experts

For any queries, contact us on Mobile: +91 95616 10108, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.