The fund manager looks to buy stocks in longer term trends.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Marathon Trends Trend Following | 0.55% | -4.06% | 6.24% | 28.05% | 41.72% | ||||
| BSE 500 TRI | 0.06% | -4.44% | 7.87% | 27.01% | 31.36% |
Portfolio Holdings
| Holding | % |
|---|---|
| TRENT LTD. | 5.40 |
| TRENT LTD. | 5.40 |
| PERSISTENT SYSTEMS LTD | 6.30 |
| APAR INDUSTRIES LTD | 5.86 |
| SUN PHARMACEUTICALS INDUSTRIES LIMITED | 5.15 |
| CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED | 4.30 |
| Aditya Birla Sun Life AMC Limited | 4.10 |
| ABB INDIA LIMITED | 4.83 |
| FEDERAL BANK LIMITED | 5.45 |
| ICICI BANK LIMITED | 5.88 |
| ITC LTD | 4.66 |
Sector Allocation
| Holding | % |
|---|---|
| Industrial Products | 9.30 |
| Industrial Products | 9.30 |
| Electrical Equipment | 10.70 |
| Pharmaceuticals & Biotechnology | 9.70 |
| Automobiles | 4.50 |
| Finance | 13.00 |
| IT - Software | 10.60 |
| Banks | 11.30 |
| Agricultural, Commercial & Construction Vehicles | 4.60 |
| Beverages | 4.90 |
| Diversified FMCG | 4.70 |
| Aerospace & Defense | 5.10 |
| Retail | 5.40 |
| Capital Markets | 4.10 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 53.35 |
| Mid Cap | 25.27 |
| Small Cap | 19.07 |
| Cash | 2.31 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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Disclaimer
#Returns as of 30 Nov 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
