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.
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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.
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Marcellus’ Kings of Capital PMS
Our financials sector focused investment strategy with a portfolio banks, NBFCs, life and general insurers, asset managers and brokers.
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Performance Update (as of 31st August, 2021)
| 1-month | 6-month | 1-year | Since inception | |||||
| Portfolio | Benchmark | Portfolio | Benchmark | Portfolio | Benchmark | Portfolio | Benchmark | |
| Consistent Compounders | 7.7% | 8.6% | 24.6% | 18.8% | 56.8% | 52.2% | 30.2% | 19.4% |
| Consistent Compounders Offshore Fund | 9.9% | 10.5% | 26.5% | 18.6% | 56.9% | 53.2% | 28.0% | 18.8% |
| Little Champs | -3.9% | 0.6% | 22.1% | 34.1% | 50.8% | 89.3% | 45.7% | 47.8% |
| Kings of Capital | 8.0% | 5.4% | 11.0% | 5.0% | 42.8% | 53.9% | 38.3% | 58.2% |
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