Portfolio Management Services

Marcellus offers 5 investment strategies

Consistent
Compounders

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

Rising
Giants

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

Little Champs

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

Kings of Capital

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

MeritorQ PMS

Marcellus’ MeritorQ PMS takes a rules-based approach to screen for companies with low leverage, consistent profitability and which pass the Marcellus’s quantitative forensic accounting framework.

Performance Update

As of 31st January, 2023

1 Month 6 Months 1 Years 3 Years Since Inception
Portfolio Benchmark Portfolio Benchmark Portfolio Benchmark Portfolio Benchmark Portfolio Benchmark
Consistent Compounders -5.73% -2.43% -7.35% 3.31% -9.77% 3.18% 9.63% 15.22% 15.11% 13.65%
Little Champs -1.71% -2.48% -6.83% 4.64% -9.43% -2.69% 19.77% 25.48% 23.37% 27.89%
Kings of Capital -4.28% -5.42% -5.27% 8.65% -11.38% 7.93% NA NA 7.62% 28.60%
Rising Giants PMS -2.33% -3.34% -7.88% 2.26% -19.62 1.66 NA NA -21.21% 3.24%

Performance data shown is net of fixed fees and expenses charged till December 31st, 2022 and is net of annual performance fees (Except for Little Champs Portfolio) charged for client accounts whose account anniversary/performance calculation date falls upto the last date of this performance period. Since, for Little Champs Portfolio, performances fees are charged on cumulative gains at the third anniversary of the respective client account, the effect of the same has been incorporated for client accounts whose third account anniversary falls upto the last date of this performance period. Performance data is not verified either by Securities and Exchange Board of India or U.S. Securities and Exchange Commission.

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