Marcellus Investment Managers Pvt Ltd
AUM (Cr.)
6708.82
No. of Clients
4510
No. of Investment Approach
7
As On
30 September 2024
Marcellus purpose is to influence efficient capital allocation in the Indian economy, doing this by channeling household savings towards high quality companies with long track records of efficient capital allocation, who in turn deliver superior returns to savers. Quantitative frameworks which use a combination of forensic accounting and capital allocation assessment define investible universe. Experienced investment team through in-depth primary research constructs a portfolio of companies with deep competitive moats, then hold these companies for long term with low churn or no churn which allows to create long term compounding returns.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Consistent Compounders |
LARGE CAP | 21.77% | 11.14% | 5.63% | 13.63% | 16.29% |
Little Champs |
MID CAP | 10.43% | -1.74% | -1.83% | 15.18% | 15.86% |
Kings of Capital |
LARGE CAP | 21.89% | 13.24% | 4.15% | NA | 11.92% |
Rising Giants Portfolio |
MID CAP | 23.90% | 8.83% | NA | NA | 0.22% |
Global Compounders |
LARGE CAP | 41.20% | 27.30% | NA | NA | 27.27% |
Meritor Q |
MULTI CAP | 40.76% | NA | NA | NA | 25.04% |
* Returns are as on 31st October 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
| AIF Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Rising Giants |
CAT III - LONG ONLY | 21.63% | 10.25% | 2.38% | NA | Aug 2021 |
* All performance above are as on 31st October 2024, * Above 1 year returns are in CAGR*
Portfolio Manager Profile
Mr. Ashvin Shetty
Fund Manager
Mr. Rakshit Ranjan
Fund Manager
Mr. Saurabh Mukherjea
Chief Investment Officer
Mr. Tej Shah
Fund Manager
AMC Registered Address
Flat No. 602, Tower 1 Odyssey ,Hiranandani Gardens, Powai,Mumbai,Maharashtra,India-400076
SEBI Reg No : INP000006183
AMC Investor Login Link
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AMC Website Link
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Disclaimer & Risk Factors:
We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.
All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.