About Company
Marathon Trends Advisory Pvt Ltd
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.
Marathon Trends PMS
Fund Snapshot
| Year of Inception | 2017 |
| Number of Stocks | 20 (Approx) |
| Investment Horizon | Long Term |
| Fund Managers | Atul Suri |
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.
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
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
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Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Mega Trends - Multicap Growth
Benchmark: BSE 500 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Marathontrends Advisory Pvt Ltd
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹113.75 | 2.30 | 12.84 | -1.42 | -0.43 | -5.82 | 10.77 | 15.42 | 9.38 | 9.43 |
| Benchmark | NA | 1.73 | 12.10 | -3.53 | -1.96 | 1.52 | 12.53 | 15.29 | 12.21 | 12.59 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Atul Suri
Atul Suri is the Chief Investment Officer and Fund Manager at Marathon Trends, where he manages the Mega Trends – Multicap Growth PMS. With over 30 years of experience in the Indian equity markets, he is a pioneer in "Quantamental" investing—a specialized approach that blends fundamental analysis with quantitative price-trend techniques. Before founding Marathon Trends, he spent a decade as a senior professional at Rare Enterprises, working closely with the late Rakesh Jhunjhunwala. His investment philosophy centers on identifying long-term structural trends and high-momentum stocks while maintaining strict risk management through trend-based exits.
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