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Marcellus offers 3 investment strategies

Marcellus’ Consistent Compounders PMS

Our flagship PMS product that invests in companies with clean accounts, superior record of capital allocation and high barriers to entry.


Marcellus’ Rising Giant PMS

High quality mid-sized companies have been amongst the biggest wealth creators in Indian equities over the last 3, 5 and 10 years.


Marcellus’ Kings of Capital PMS

Our financials sector focused investment strategy with a portfolio banks, NBFCs, life and general insurers, asset managers and brokers.


Marcellus’ Little Champs PMS

Small-cap strategy that invests in companies with excellent corporate governance and capital allocation track record and strong sustainable competitive advantages.


Performance Update (as of 31st December, 2021)
  1-month 6-month 1-year Since inception
  Portfolio Benchmark Portfolio Benchmark Portfolio Benchmark Portfolio Benchmark
Consistent Compounders 2.1% 2.2% 11.5% 10.9% 20.6% 25.6% 27.0% 17.4%
Consistent Compounders Offshore Fund 3.9% 3.4% 12.6% 10.9% 23.3% 23.4% 24.5% 16.8%
Little Champs 3.8% 5.4% 13.1% 17.3% 47.9% 64.1% 43.7% 45.5%
Kings of Capital -3.2% -0.6% -1.4% 2.2% 3.3% 13.9% 21.1% 40.7%


Consistent Compounders: Benchmark for CCP is Nifty Total Return Index (TRI). Inception date is Dec 1, 2018 CCP Offshore is a fund advised by Marcellus; all returns are in US$; benchmark is Nifty TRI (US$); inception date is May 17,2019 LCP: Benchmark for LCP is BSE Small-cap TRI. Inception date is Aug 29, 2019 KCP: Benchmark for KCP is Bank Nifty TRI. Inception date is Jul 28, 2020 All returns are based on TWRR and are net of fees and expenses; returns for periods greater than a year are annualised and other time periods are absolute Source: Marcellus / Bloomberg