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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.


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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