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Marathon Trends PMS

PMS Rating

IME PMS Rating

AMC does not meet our selection criteria at this time

Not a Recommended AMC: Marathon Trends has some potential to emerge as a capable niche PMS house (founded by a seasoned investment professional, a clearly defined long-term trend following an investment philosophy). However the firm is yet young and Atul does not have a publicly available long-term track record, which makes it too early to judge the effectiveness of the investment strategy. We would wait for the PMS to mature prior to recommending investments in Marathon Trends PMS.

The PMS/AIF AMC Rating is derived on the basis of our analysis on 5 key qualitative parameters that we use to analyse the quality of a PMS/AIF Provider. These include an assessment of the size of the AMC, the pedigree of the AMC, the pedigree of the team, the value of the investment philosophy & the level of differentiation. These insights of our central research team are documented in the IME RMS, and can be accessed during a consultation call with an IME PMS specialist.

PMS Background

Discretionary AUM (189cr) | Promoter Category ()

PMS Background

Marathon Trends PMS was established in 2017 by Atul Suri (a seasoned equities professional who has worked under Rakesh Jhunjhunwala).

PMS Investment Philosophy

Marathon Trends has a clearly identified investment philosophy, that focuses around long-term trend following, limiting draw-downs and disciplined risk management.

Based on following Long-term trend, limiting draw-downs and following a disciplined risk managment.

Inv Team

Investment Team

Atul Suri | 4-star rated FM

Founder & CIO | 34 yrs Experience | 7 yrs at current firm

Past Experience: Rare Enterprises (Managed independent book, technical analyst) / Marathon Capital (founder)

Atul has over 25 years of trading & investing in Indian equities. Having worked with Rakesh Jhunjhunwala for almost 10 years at Rare Enterprises, Atul has had the opportunity to learn under one of India’s investing masters. His historic experience has focused more on trading, and he has switched to a long-term fundamental investment approach at Marathon Trends.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

No items found

Returns as of 28-Feb-24.

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Note: PMS AMC & Scheme Reviews and Ratings are based on IME Capital’s Proprietary Review and Rating Methodology (read more here: AMC Rating & Scheme Ratings). These reflect the unbiased views of our central research team, based on our assessment of the investment value of these PMS/AIF strategies for our investors. We follow a highly stringent rating-criteria, where approximately 50% of PMS AMC’s & strategies would be rated 2-star or below (this is not meant to indicate that these funds are not investment-worthy, but that they do not currently fulfill the requirements we focus on for recommending funds to our investors — based on our internal views on the merit of the AMC/strategy relative to peers). Reviews & Ratings are primarily based on research of publicly available information (SEBI disclosures, PMS websites, PMS-aggregation platforms, webinar recording, media interviews etc.) and no explicit consent is required from AMCs for the same. While we endeavour to do further due-diligence via direct interactions with the investment teams of AMCs, this is typically restricted to AMC’s that meet our foundational fund selection criteria (reviews on lower-rated AMCs are often based solely on publicly available information). The views reflected in our Reviews & Ratings, are our independent views and may not be shared by the AMC’s and the investment teams. Please read detailed disclaimer for more.