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’ Little Champs PMS
Small-cap strategy that invests in companies with excellent corporate governance and capital allocation track record and strong sustainable competitive advantages.
Marcellus’ Kings of Capital PMS
Our financials sector focused investment strategy with a portfolio banks, NBFCs, life and general insurers, asset managers and brokers.
Performance Update (as of 31st December, 2020)
| 1-month | 6-month | 1-year | Since inception | |||||
| Portfolio | Benchmark | Portfolio | Benchmark | Portfolio | Benchmark | Portfolio | Benchmark | |
| Consistent Compounders | 9.4% | 7.8% | 40.5% | 36.5% | 33.8% | 16.1% | 30.2% | 14.1% |
| Consistent Compounders Offshore Fund | 10.1% | 8.9% | 40.0% | 41.1% | 28.0% | 13.3% | 25.4% | 12.0% |
| Little Champs | 1.3% | 7.3% | 37.2% | 46.8% | 46.1% | 33.5% | 40.6% | 33.0% |
| Kings of Capital | 3.3% | 5.6% | – | – | – | – | 27.2% | 41.4% |
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
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