Overview

The Marcellus Little Champs (LCP) is a small-mid cap portfolio focused on the “discovery” of high-quality, well-managed Indian companies early in their growth journey. Our aim is to identify promising niche leaders typically about US$ 1-2 billion in market cap that possess strong fundamental track record and growth potential. One objective of the portfolio is also to benefit from the valuation re-rating of these companies as they transition into large companies and attract institutional ownership interest over time.

The portfolio is diversified across sectors and geographies, currently holding approximately 30 stocks. With a disciplined approach to valuation and maintaining a higher cash position when valuations are punchy, the portfolio is managed to navigate market dynamics more effectively while remaining steadfast in our core philosophy of investing in clean companies with top-tier governance, excellent capital allocation, and niche market-leading franchises.

The suggested investment horizon for the Little Champs portfolio is 5 to 7 years or longer, aligning with the time required for the underlying businesses to compound and for the discovery theme to fully play out.

Fee Structure

Fixed fees: 1.5% per annum (charged quarterly) Performance fees: 20% profit share above a 10% hurdle. Performance fees will be charged on cumulative gains at the third anniversary*. Performance fees will be charged without catch-up i.e. the first 10% return per annum (net of fixed fees) will be not be subject to performance fees. High water mark applies for performance fees. *If redeemed prior to the completion of three years, performance fees will be charged as on redemption date Exit Load: 3%, 2% and 1% if redeemed in the first, second and third year respectively Minimum investment: INR 50 lacs

FUND MANAGER

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PRODUCT PRESENTATION

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Little Champs

Overview

Fee Structure

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