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 | 0.71% | 8.71% | 20.65% | 59.99% | - | - | - | - | 59.99% |
BSE 500 TRI | 0.86% | 4.49% | 17.40% | 40.16% | - | - | - | - | 40.16% |
Portfolio Holdings
Holding | % |
---|---|
ACTION CONSTRUCTION EQUIPMENT LIMITED | 6.88 |
APAR INDUSTRIES LTD | 5.92 |
SONATA SOFTWARE LTD. | 5.31 |
APL APOLLO TUBES LIMITED | 5.22 |
VARUN BEVERAGES LTD | 5.20 |
TUBE INVESTMENTS OF INDIA LIMITED | 5.13 |
PERSISTENT SYSTEMS LTD | 5.13 |
SUN PHARMACEUTICALS INDUSTRIES LIMITED | 4.87 |
KEI INDUSTRIES LTD. | 4.84 |
IIFL Finance Ltd | 4.74 |
Sector Allocation
Holding | % |
---|---|
Industrial Products | 14.16 |
Electrical Equipment | 14.22 |
Pharmaceuticals & Biotechnology | 9.55 |
Auto Components | 9.48 |
Finance | 9.22 |
IT - Software | 15.07 |
Banks | 8.12 |
Agricultural, Commercial & Construction Vehicles | 6.88 |
Beverages | 5.20 |
Food Products | 3.53 |
CASH | 4.57 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 39.54 |
Mid Cap | 25.45 |
Small Cap | 22.62 |
Cash | 12.3 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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#Returns as of 31 Mar 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.