- Manager
- Marathon Trends Advisory
- Service
- Discretionary
- Asset class
- Equity
Trend Following - Flexicap Growth
+1.94%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Marathon Trends Advisory’s Trend Following - Flexicap Growth returned 1.94% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹296 crore across its clients.
Key numbers
- AUM
- ₹296 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.48×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −5.44% | −5.57% | +0.13% |
| 3 months | −3.76% | −3.59% | −0.17% |
| 6 months | +7.94% | +8.07% | −0.13% |
| 1 year | +1.94% | −2.33% | +4.27% |
| 2 years | −6.68% | −3.93% | −2.75% |
| 3 years | +7.28% | +9.20% | −1.92% |
| Since inception | +15.12% | +13.44% | +1.68% |
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 equity95.89%₹284 Cr
- Cash and other4.11%₹12.17 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.55 Cr
- Outflow, Sep 2026
- ₹13.77 Cr
- Net, Sep 2026
- −₹13.22 Cr
- Net, FY to date
- −₹51.96 Cr
- Turnover, month
- 0.16×
- Turnover, past year
- 1.48×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Trend Following - Flexicap Growth returned?
1.94% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.44%; 3 months: −3.76%; 6 months: 7.94%; 1 year: 1.94%; 2 years: −6.68%; 3 years: 7.28%; Since inception: 15.12%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 4.27 percentage points ahead.
How much does Trend Following - Flexicap Growth manage?
₹296 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 Trend Following - Flexicap 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.
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