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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 November, 2020)
1-month 6-month 1-year Since inception
Portfolio Benchmark Portfolio Benchmark Portfolio Benchmark Portfolio Benchmark
Consistent Compounders 12% 11.4% 32.7% 36.2% 25.8% 8.7% 25.9% 10.5%
Consistent Compounders Offshore Fund 10% 11.7% 31.7% 39.6% 19.8% 5.7% 19.3% 6.6%
Little Champs 17.3% 13.4% 50.2% 55.7% 47.3% 25.8% 42.2% 28.2%
Kings of Capital 21.2% 23.9% 23.1% 33.9%
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/XIRR 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