- Manager
- Marathon Trends Advisory
- Service
- Discretionary
- Asset class
- Equity
MEGA TRENDS:Multicap-Growth
+1.81%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Marathon Trends Advisory’s MEGA TRENDS:Multicap-Growth returned 1.81% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹95.56 crore across its clients.
Key numbers
- AUM
- ₹95.56 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.52×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −5.52% | −5.57% | +0.05% |
| 3 months | −3.86% | −3.59% | −0.27% |
| 6 months | +8.49% | +8.07% | +0.42% |
| 1 year | +1.81% | −2.33% | +4.14% |
| 2 years | −6.52% | −3.93% | −2.59% |
| 3 years | +6.32% | +9.20% | −2.88% |
| 4 years | +10.69% | +11.22% | −0.53% |
| 5 years | +6.21% | +8.91% | −2.70% |
| Since inception | +8.68% | +11.77% | −3.09% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity98.19%₹93.83 Cr
- Cash and other1.81%₹1.73 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.08 Cr
- Outflow, Sep 2026
- ₹3.55 Cr
- Net, Sep 2026
- −₹3.47 Cr
- Net, FY to date
- −₹21.58 Cr
- Turnover, month
- 0.13×
- Turnover, past year
- 1.52×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has MEGA TRENDS:Multicap-Growth returned?
1.81% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.52%; 3 months: −3.86%; 6 months: 8.49%; 1 year: 1.81%; 2 years: −6.52%; 3 years: 6.32%; 4 years: 10.69%; 5 years: 6.21%; Since inception: 8.68%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 4.14 percentage points ahead.
How much does MEGA TRENDS:Multicap-Growth manage?
₹95.56 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages MEGA TRENDS:Multicap-Growth?
Marathon Trends Advisory, a SEBI-registered portfolio manager (INP000005722), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app