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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −5.5% | −5.6% | +0.1% |
| 3 Months | −3.9% | −3.6% | −0.3% |
| 6 Months | +8.5% | +8.1% | +0.4% |
| 1 Year | +1.8% | −2.3% | +4.1% |
|---|
| 2 Years | −6.5% | −3.9% | −2.6% |
|---|
| 3 Years (CAGR) | +6.3% | +9.2% | −2.9% |
|---|
| 4 Years (CAGR) | +10.7% | +11.2% | −0.5% |
|---|
| 5 Years (CAGR) | +6.2% | +8.9% | −2.7% |
|---|
| Since launch | +8.7% | +11.7% | −3.0% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 67-month window · Source: Computed from NAV history
Maximum drawdown: 25.8%
Marathon Trends’s story and investment philosophy are on the Marathon Trends firm page.
Atul Suri
Fund managerCEO & Fund Manager
Atul Suri has spent more than three decades studying and investing in Indian equities. His journey began in 1991 as a fundamental analyst at Parag Parikh Financial Advisory, where he learned to look beyond the story and understand what really sits behind a business, its earnings, its numbers, and the quality of its growth. He later pursued a master's degree in finance in Sydney, adding a quantitative perspective to his fundamental understanding of markets. In 2008, Atul joined RARE Enterprises as a portfolio manager, working alongside Rakesh Jhunjhunwala. He managed a concentrated portfolio through the global financial crisis and the decade that followed, experiencing first-hand how markets behave through different cycles. Those years reinforced an important lesson: being right about a business is only part of investing. Knowing when a trend has changed matters just as much. Conviction needs discipline, and every position needs a clear framework for managing risk. Today, Atul combines fundamental understanding with technical analysis and a deep study of market trends.
Vineet Singh
Head of Research & Co-Promoter
Vineet, the Research Head and co-promoter of Marathon Trends, embodies a unique blend of expertise, passion, and dedication that has propelled long-term investment success. His journey began with a deep-rooted fascination for the equity markets, leading him to Marathon Capital in 2004, where he discovered his true calling.
Sourav Banerjee
Research Analyst
Sourav Banerjee is a research analyst specializing in data analytics, technical analysis, and coding-based market research. He holds a Bachelor’s in Commerce (Honors), a Chartered Market Technician (CMT) certification, and has pursued an MBA in Banking & Finance.
Vidhi Gulabani
Compliance Officer
Experienced Compliance Officer at Marathon Trends Advisory, with over 15 years of industry experience, she has held pivotal roles at Motilal Oswal Wealth Management Pvt Ltd and Alchemy Capital Management Pvt Ltd.
Devendra Agarwal
Research Analyst
Devendra is an Equity Research Analyst with over 6 years of experience combining fundamental research, systematic trend-following models, and portfolio analytics. Holding an M.Tech from IIT Bombay and having cleared CFA Level I in the top percentile, he brings quantitative precision to equity research. He specializes in evaluating and analyzing backtests for trend-following systems, tracking key performance metrics, and supporting drawdown-based risk management frameworks. Credentialed with NISM Research Analyst (RA) and PMS certifications, he bridges fundamental company analysis with systematic execution. His focus centers on delivering data-backed investment strategies that optimize capital allocation and risk control for PMS and Research Analyst platforms.
Moneksha Dangat
Quantitative Analyst
Builds the quantitative infrastructure behind the Momentum filter, the weekly relative-strength ranking against the BSE 500 across all three windows. Machine-learning models for signal construction and regime classification, and an agentic AI layer automating data ingestion, validation and backtesting, so every ranking is reproducible end to end.
Aakhi Chakraborty
Back Office
The reconciliation layer between what the portfolio says and what the custodian actually holds. Operations, settlement and coordination with the fund accountant, run so the two agree every single day. The unglamorous discipline that makes every other number on this site something an investor can verify rather than take on trust.
Registration No
INP000005722
Fund Manager
Mr.Atul Suri
Principal Officer
Mr.Atul Suri
Inflow
₹0.08 Cr
Outflow
₹3.55 Cr
Net
₹-3.47 Cr
Not reported — complaint data for this strategy isn't available yet.
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