Marcellus’ Consistent Compounders PMS seeks long-term capital appreciation by investing in a concentrated portfolio of heavily moated companies capable of delivering sustained, healthy earnings growth over long periods.
Marcellus’ Consistent Compounders PMS invests in a concentrated portfolio of heavily moated companies that can drive healthy earnings growth over long periods of time.
Our portfolio construction follows a rigorous two-stage process:
The Consistent Compounders Portfolio leverages our forensic framework and deep-dive stock-specific research to generate robust long-term outcomes through three key factors:
Marcellus offers Consistent Compounders Portfolio with zero fixed fees. The Consistent Compounders PMS comes with zero entry load/exit load and with no lock-in.
We offer three fee structures:
| Regular Plan | Direct Plan | |||||
|---|---|---|---|---|---|---|
| Fixes | Variable | Hurdle | Fixes | Variable | Hurdle | |
| Fixed Only | 2% | 0% | NA | 1.50% | 0% | NA |
| Variable Only | 0% | 20% | 8% | 0% | 20% | 8% |
| Hybrid | 1% | 15% | 12% | 0.75% | 15% | 12% |
* High water mark applies for performance fees Minimum investment: INR 50 lacs
Performance as on 30th April 2025 (figures in %)
*For relative performance of particular Investment Approach to other Portfolio Managers within the selected strategy, please refer https://www.apmiindia.org/apmi/WSIAConsolidateReport.htm?action=showReportMenu. Under PMS Provider Name please select Marcellus Investment Managers Private Limited and select your Investment Approach Name for viewing the stated disclosure. Performance data shown is net of fixed fees and expenses charged till March 31, 2025 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.
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