Marcellus Investment Managers Pvt Ltd

Marcellus Investment Managers Pvt Ltd

AUM (Cr.)

6989.14

No. of Clients

5003

No. of Strategy

3

As On

31 July 2021

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 Strategies Returns
Strategy Name Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Marcellus - Consistent Compounders
MULTI CAP 57.42% 30.75% NA NA 01 Dec, 2018
Marcellus - Little Champs
SMALL CAP 58.22% 43.61% NA NA 29 Aug, 2019
Marcellus - Kings of Capital
THEMATIC 52.67% NA NA NA 28 Jul, 2020

* All performance above are as on 30th September 2021  * Above 1 year returns are in CAGR  

Portfolio Manager Profile

Mr. Ashvin Shetty

Mr. Ashvin Shetty

Fund Manager

Mr. Rakshit Ranjan

Mr. Rakshit Ranjan

Fund Manager

Mr. Saurabh Mukherjea

Mr. Saurabh Mukherjea

Chief Investment Officer

Mr. Tej Shah

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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AMC Social Media

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.