COMPANIES

No Data Found

NEWS

No Data Found
Marcellus Investment Managers Pvt Ltd
Marcellus Investment Managers Pvt Ltd

Marcellus Investment Managers Pvt Ltd

Share
  • Whatsapp
  • Twitter
  • Facebook
AUM 4,707.18 Cr
(As on Jun, 2025)
No. of schemes6
Powered by
pms bazaar
About Marcellus Investment Managers Pvt Ltd

Marcellus Investment Managers Pvt Ltd manages assets worth Rs 4707.18 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap, 2 Large Cap and 2 Mid Cap schemes.

bt_logoPORTFOLIO MANAGERS

Rakshit Ranjan
Rakshit Ranjan
  • Schemes managed 1
  • Total AUM ₹3,087.74 Cr
  • Highest return in 1 year +5.44 %
Profile

Rakshit spent 6 years (2005-2011) covering UK equities with Lloyds Bank (Director, Institutional Equity Research) and Execution Noble (Sector Lead analyst). During these six years, he was ranked amongst the top-3 UK Insurance analysts (Thomson Reuters Extel survey) in the mid-cap space. Since 2011, Rakshit led Ambit Capital’s consumer research franchise which got voted as No.1 for Discretionary Consumer and within top-3 for Consumer Staples in 2015 and 2016. He launched Ambit’s Coffee Can PMS in Mar’17 and managed it till Dec’18. Under his management, Ambit’s Coffee Can PMS was one of India’s top performing equity products during 2018.Qualifications :Rakshit has a B.Tech from IIT (Delhi) and is a CFA charter holder.

Ashvin Shetty
Ashvin Shetty
  • Schemes managed 2
  • Total AUM ₹424.15 Cr
  • Highest return in 1 year +9.66 %
Profile

Ashvin has more than 10 years of experience in equity research. He led the coverage on automobile sector at Ambit Capital from 2010 to 2017. He was ranked in Starmine Analyst Awards 2013 and 2016 for his stock picking abilities during this stint. He thereafter worked as a senior analyst for Ambit’s Mid and Small cap PMS funds till November 2018.

Tej Shah
Tej Shah
  • Schemes managed 1
  • Total AUM ₹242.60 Cr
  • Highest return in 1 year +14.13 %
Profile

Prior to joining Marcellus, Tej worked at Mayfield, a Silicon Valley headquartered venture capital fund which manages $3Bn globally and $220Mn in India. Tej spent 2 years as a part of Mayfield India’s investment team covering multiple sectors and being at the centre of India’s evolving venture ecosystem. Prior to Mayfield, Tej was a part of the equity and capital markets team of Ambit Capital where he worked on executing IPOs, QIPs and buybacks.

Atul Suri
Atul Suri
  • Schemes managed 1
  • Total AUM ₹482.78 Cr
  • Highest return in 1 year +-5.74 %
Profile

Marathon Trends Advisory, led by CEO Atul, offers professional and proven investment services. With almost three decades of experience, Atul excels as a portfolio manager, having begun as a fundamental analyst at Parag Parikh Financial Advisory Services in 1991, gaining expertise in identifying high-quality stocks. Furthering his skills, Atul pursued a Masters in Banking and Finance in Sydney, delving into quant and technical analysis. Returning to India in the late 90s, Atul joined Birla Sun Life Securities, leading the Private Client Group business. In 2003, he founded Marathon Capital, focusing on trading Index derivatives, enriching his understanding of financial markets. Atul later joined RARE Enterprises in 2008 as an Analyst, gaining invaluable experience, laying the foundation for his own Portfolio Management Services (PMS) fund. Leveraging his vast experience, Atul manages Trend Following, PMS offering of Marathon Trends Advisory. His approach combines fundamental and technical analysis, with a deep understanding of market trends. This expertise enables our team to navigate financial complexities, delivering superior investment outcomes. Beyond finance, Atul’s passions – marathon running and scuba diving – shape his portfolio management skills. These pursuits instill discipline, perseverance, and adaptability, evident in his focused and disciplined strategy, adept at evolving market conditions. At Marathon Trends Advisory, we recognize Atul’s personal interests contribute to his holistic perspective as a portfolio manager. His love for marathon running emphasizes long-term goal-setting and commitment. Likewise, scuba diving fosters exploration, uncovering hidden opportunities translated into his investment strategies. Fuelled by a passion for the Indian markets, vast experience, and a well-rounded approach to investing, Atul and our team dedicate ourselves to helping investors capitalize on emerging trends, achieving long- term financial success. Trust in our commitment to transforming your financial goals into reality.

Omkar Sawant
Omkar Sawant
  • Schemes managed 1
  • Total AUM ₹49.61 Cr
  • Highest return in 1 year +10.56 %
Profile

BCOM, CA

bt_logoFund Manager Interview Video

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds3:24

bt_logoPMS SCHEMES

AUM (₹ Cr)
₹482.78 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
51 Out of 250
Fixed Fee
2.00%
AUM (₹ Cr)
₹3,087.74 Cr
Hurdle Rate
8% Or 12%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
5 Out of 24
Fixed Fee
2.00%
AUM (₹ Cr)
₹176.11 Cr
Hurdle Rate
6% + Benchmark
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
11 Out of 20
Fixed Fee
2.50%
AUM (₹ Cr)
₹248.04 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
13 Out of 20
Fixed Fee
1.50%
AUM (₹ Cr)
₹49.61 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
156 Out of 250
Fixed Fee
2.00%
AUM (₹ Cr)
₹242.60 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
21 Out of 24
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the total AUM managed by Marcellus Investment Managers Pvt Ltd ?
The total AUM managed by Marcellus Investment Managers Pvt Ltd is ₹ 4,707.18 crores
What is the total number of schemes managed by Marcellus Investment Managers Pvt Ltd ?
The total number of schemes managed by Marcellus Investment Managers Pvt Ltd is 6
What is the best performing PMS scheme of Marcellus Investment Managers Pvt Ltd in 1 year ?
The best performing PMS scheme of Nippon Life India Asset Management Ltd in 1 year is Marcellus - Kings of Capital.
What is the best performing PMS scheme of Marcellus Investment Managers Pvt Ltd in 3 years?
The best performing PMS scheme of Marcellus Investment Managers Pvt Ltd in 3 years is Marcellus - Kings of Capital