Consistent
Compounders
Our flagship PMS product that invests in companies with clean accounts, superior record of capital allocation and high barriers to entry.
Global
Compounders
Marcellus’ Global Compounders Portfolio (GCP) invests in 20-30 deeply moated global companies based on rigorous bottom-up research around moats, capital allocation...
Rising Giants
Our flagship PMS product that invests in companies with clean accounts, superior record of capital allocation and high barriers to entry.
Little Champs
Small-cap strategy that invests in companies with excellent corporate governance and capital allocation track record and strong sustainable competitive advantages.
Kings of Capital
Our financials sector focused investment strategy with a portfolio banks, NBFCs, life and general insurers, asset managers and brokers.
MeritorQ PMS
Marcellus’ MeritorQ PMS takes a rules-based approach to screen for companies with low leverage, consistent profitability and which pass the Marcellus’s quantitative...
Performance Update
As of 30th April, 2023
| 1 Month | 6 Months | 1 Years | 3 Years | Since Inception | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | Benchmark | Portfolio | Benchmark | Portfolio | Benchmark | Portfolio | Benchmark | Portfolio | Benchmark | |
| Consistent Compounders | 6.67% | 4.10% | -6.63% | 0.46% | -5.05% | 6.89% | 14.60% | 23.74% | 14.90% | 13.46% |
| Little Champs | 1.51% | 4.59% | -16.84% | -1.13% | -16.43% | 4.23% | 19.59% | 25.45% | 18.16% | 16.95% |
| Kings of Capital | 4.47% | 4.10% | -2.75% | 0.46% | -3.30% | 6.89% | NA | NA | 7.64% | 20.50% |
| Rising Giants PMS | 5.33% | 4.59% | -11.90% | -1.13% | -14.08% | 4.23% | NA | NA | -19.42% | 4.22% |
| MeritorQ | 4.39% | 4.59% | NA | NA | NA | NA | NA | NA | -5.67% | 2.63% |
| Global Compounders | 0.41% | 1.53% | NA | NA | NA | NA | NA | NA | 12.88% | 7.54% |
Performance data shown is net of fixed fees and expenses charged till March 31, 2023 and is net of annual performance fees (Except for Little Champs Portfolio) charged for client accounts whose account anniversary/performance calculation date falls upto the last date of this performance period. Since, for Little Champs Portfolio, performances fees are charged on cumulative gains at the third anniversary, of the respective client account, the effect of the same has been incorporated for client accounts whose third account anniversary falls upto the last date of this performance period. Performance data is not verified either by Securities and Exchange Board of India or U.S. Securities and Exchange Commission.