Intelligent Advisory Portfolios

TREND INVESTING
What is Marathon Trends?
Marathon Trends strategy offers a distinctive investment approach, blending the strengths of Fundamental and Technical
analysis. It strives to acquire fundamentally sound stocks while leveraging technical analysis for optimized entry and exit
points, maximizing investment returns

Key Features

Trending Earnings Trending Price Discipline

Company performs across Stock that falls less in Ride your winners &
business cycles falling markets, but first to cut your losers
recover

Investment Universe, Process & Strategy

Investment Universe: Product selects from the top 300 Quality liquid stocks across Large, Mid, and small-cap segments,
aiming for smooth entry and exit with minimal impact costs.

Strategy: We follow the principle of "cutting losses and letting profits run," prioritizing risk management and nurturing
winning positions. Our process includes a highly disciplined selling approach, which is often a challenge for many
investors. However, our strength lies in our unwavering discipline in executing sell decisions.

Process: Product initially identifies the top 300 liquid stocks. Subsequently, fundamental analysis is done to pinpoint
high-quality stocks with strong long-term earnings and recent growth acceleration. Further filtering is done through
Technical analysis, resulting in 20-25 stocks exhibiting favourable & consistent price momentum. Strategy exit positions
upon observing a reversal in both earnings and price trends.

This distinctive strategy synergizes the strengths of Fundamental and Technical analysis.

USP
By combining a deep understanding of company fundamentals with comprehensive
knowledge of technical indicators, the product identifies quality stocks and adeptly adapts
to market dynamics, ensuring timely responses to changes in the investment landscape.

This strategy remains flexible across sectors and market caps, effortlessly
aligning with broader trends. It incorporates an inherent refresh mechanism,
regularly replacing underperforming stocks in the portfolio with newer ones
exhibiting stronger trends. This ensures adaptability and enhances the
strategy's ability to capture favourable market conditions.

Rebalancing Strategy
The strategy focuses on replacing underperforming stocks in the portfolio with emerging trends, maintaining an optimal
balance between minimizing churn and ensuring a trending portfolio. This process is carefully timed to strike the right
balance for portfolio adjustments.

Basic Details
NO. OF STOCKS BENCHMARK RISK TIME FRAME RIA
20-25 BSE 500 Aggressive 3-5 years

RIA: Marathon Trends Advisory Pvt. Ltd.

 LUMP SUM Charges of TREND INVESTING Subscription

Option: One Time Investment Upfront Subscription

*Charged by MOFSL
RIA Charges : 2% p.a (Chargeable Half Yearly at 1% upfront for
Subscription mode: Upfront Subscription
6 months on daily average AUA)
Withdrawal: Full or Partial Brokerage* : 0.50% + statutory costs

How to subscribe to Charges of TREND INVESTING Subscription through MOFSL?

Step 1: Log in to Motilal Oswal App > Select Intelligent Advisory Portfolio >
Under investment offerings from the hamburger menu
Log in to Motilal Oswal Web > Visit www.motilaloswal.com > Login to Trade >
help me invest > Select Intelligent Advisory Portfolio

Step 2: Select TREND INVESTING Step 5: Select Subscription Model

Step 3: Select Start SIP or Lumpsum Step 6: RIA Generates Advice

Step 4: Complete KYC & Risk profiler Step 7: You give consent & Invest In Portfolio

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Scan QR Code to download Motilal Oswal App

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For more information, email us - [email protected]

Mo�lal Oswal Financial Services Limited (MOFSL)* Member of NSE, BSE, MCX, NCDEX CIN No.: L67190MH2005PLC153397
Registered Office Address: Mo�lal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai-400025; Tel No.: 022-71934263; Website www.mo�laloswal.com.
Correspondence Office Address: Palm Spring Centre, 2nd Floor, Palm Court Complex, New Link Road, Malad (West), Mumbai- 400 064. Tel No: 022 7188 1000. Registra�on Nos.: Mo�lal Oswal Financial
Services Limited (MOFSL)*: INZ000158836. (BSE/NSE/MCX/NCDEX); CDSL and NSDL: IN-DP-16-2015; Research Analyst: INH000000412. AMFI: ARN - 146822; ; Insurance Corporate Agent: CA0579.
Mo�lal Oswal Asset Management Company Ltd. (MOAMC): PMS (Registra�on No.: INP000000670); PMS and Mutual Funds are offered through MOAMC which is group company of MOFSL. Mo�lal
Oswal Wealth Management Ltd. (MOWML): PMS (Registra�on No.: INP000004409) is offered through MOWML, which is a group company of MOFSL. • Mo�lal Oswal Financial Services Limited is a
distributor of Mutual Funds, PMS, Fixed Deposit, Bond, NCDs, Insurance Products, Investment advisor and IPOs etc . These are not Exchange traded products and the Trading Member is just ac�ng
as distributor. All disputes with respect to the distribu�on ac�vity would not have access to Exchange Investor Redressal Forum or Arbitra�on mechanism • Research & Advisory services is backed by
proper research. Please read the Risk Disclosure Document prescribed by the Stock Exchanges carefully before inves�ng. There is no assurance or guarantee of the returns. Details of Compliance
Officer: Name: Neeraj Agarwal, Email ID: na@mo�laloswal.com, Contact No.:022-40548085.The securi�es quoted are exemplary and are not recommendatory. Brokerage will not exceed SEBI
prescribed limit. Customer having any query/feedback/ clarifica�on may write to query@mo�laloswal.com. In case of grievances for Securi�es Broking write to grievances@mo�laloswal.com, for DP
to dpgrievances@mo�laloswal.com.
Investment in securi�es market are subject to market risks, read all the related documents carefully before inves�ng.
Intelligent Advisory Por�olios (IAP) is third party product which is offered by SEBI Registered Investment Advisors (RIA). MOFSL is ac�ng as distributor of Investment Advisory services for Marathon
Trends Advisory Pvt. Ltd: Registra�on no.INA000018319. This is not Exchange traded product. All disputes with respect to the distribu�on ac�vity, would not have access to Exchange investor
redressal forum or Arbitra�on mechanism.