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 30th June, 2021)
| 1-month | 6-month | 1-year | Since inception | |||||
| Portfolio | Benchmark | Portfolio | Benchmark | Portfolio | Benchmark | Portfolio | Benchmark | |
| Consistent Compounders | 1.9% | 1.1% | 8.1% | 13.2% | 51.9% | 54.6% | 27.6% | 16.7% |
| Consistent Compounders Offshore Fund | -0.1% | -1.3% | 9.5% | 11.3% | 53.2% | 57.0% | 24.1% | 14.6% |
| Little Champs | 1.8% | 7.0% | 30.8% | 39.9% | 79.4% | 105.4% | 48.3% | 47.7% |
| Kings of Capital | 1.8% | -1.9% | 4.8% | 11.5% | – | – | 33.3% | 57.7% |
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