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’ Rising Giant PMS
High quality mid-sized companies have been amongst the biggest wealth creators in Indian equities over the last 3, 5 and 10 years.
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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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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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Performance Update (as of 31st December, 2021)
| 1-month | 6-month | 1-year | Since inception | |||||
| Portfolio | Benchmark | Portfolio | Benchmark | Portfolio | Benchmark | Portfolio | Benchmark | |
| Consistent Compounders | 2.1% | 2.2% | 11.5% | 10.9% | 20.6% | 25.6% | 27.0% | 17.4% |
| Consistent Compounders Offshore Fund | 3.9% | 3.4% | 12.6% | 10.9% | 23.3% | 23.4% | 24.5% | 16.8% |
| Little Champs | 3.8% | 5.4% | 13.1% | 17.3% | 47.9% | 64.1% | 43.7% | 45.5% |
| Kings of Capital | -3.2% | -0.6% | -1.4% | 2.2% | 3.3% | 13.9% | 21.1% | 40.7% |
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