Marathontrends Advisory PMS strategies

Marathontrends Advisory runs 3 portfolio management strategies listed with APMI, managing โ‚น391 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.

Data month: September 2026 ยท Source: APMI ยท Updated

3 PMS strategies by Marathontrends Advisory, largest first
StrategyCategoryManagerAUM3Y returnvs benchmarkFeesMinimumData month
Trend Following - Flexicap GrowthEquityAtul Suriโ‚น296 Cr+7.28%-1.92 pts1% + 20% of profits over 10%โ‚น50 LakhsSep 2026
Mega Trends - Multicap GrowthEquityAtul Suriโ‚น95.56 Cr+6.32%-2.88 pts1% + 20% of profits over 10%โ‚น50 LakhsSep 2026
Trend Following -Large CapEquityAtul Suriโ€”โ€”โ€”1% + 20% of profits over 10%โ‚น50 LakhsSep 2026

Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "โ€”" means the figure isn't reported. Past returns don't predict future returns.

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