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Marcellus Investment Managers Pvt Ltd
Marcellus Investment Managers Pvt Ltd

Marcellus Investment Managers Pvt Ltd

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AUM ₹ 4,733.72 Cr (As on Feb, 2025)
No. of schemes 6
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About Marcellus Investment Managers Pvt Ltd

Marcellus Investment Managers Pvt Ltd manages assets worth Rs 4733.72 crores. Its current offering of PMS schemes includes 2 Large Cap, 2 Mid Cap, 1 Multi Cap and 1 Flexicap schemes.

Portfolio MANAGERS

Rakshit Ranjan
Rakshit Ranjan
  • Schemes managed 1
  • Total AUM ₹3,049.92 Cr
  • Highest return in 1 year -1.29 %
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 1
  • Total AUM ₹258.05 Cr
  • Highest return in 1 year -6.41 %
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 ₹230.23 Cr
  • Highest return in 1 year +15.44 %
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 Undisclosed
  • Highest return in 1 year -9.23 %
Profile

Mr. Atul Suri has over 25 years of experience in trading and investing in Indian equities. He started his career as a Fundamental Analyst in 1990, with one of India’s first Equity Research driven fund houses, Parag Parikh Financial Advisory services. In 1994 he secured a Masters in Banking and Finance from UTS Sydney, Australia. It was at UTS that he was introduced to technical analysis as part of his studies on Foreign Exchange (FOREX) trading. On his return to India, he moved into Institutional Equity Sales with Birla Sun Life Securities, where he later set-up and lead the Private Client Group business. In 2003, Atul established Marathon Capital, a company focused on trading Index futures. In 2008 he joined RARE Enterprises, a family office of Mr. Rakesh Jhunjunwala, as a Technical Analyst and managed an Independent Book and had a great opportunity to learn from the masters. In 2017 he moved on to running his own Portfolio Management Service (PMS) Marathon Trends Advisory where he is the CEO and CIO.

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"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 Funds 3:24

PMS Schemes

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Compare
Marcellus - Kings of Capital
AUM (₹ Cr)
230.23
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
1 Out of 25
Fixed Fee
2.50%
Marcellus - Consistent Compounders
AUM (₹ Cr)
3049.92
Hurdle Rate
8% Or 12%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
12 Out of 25
Fixed Fee
2.00%
Marcellus - Rising Giants Portfolio
AUM (₹ Cr)
182.69
Hurdle Rate
6% + Benchmark
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
1 Out of 23
Fixed Fee
2.50%
Meritor Q
AUM (₹ Cr)
42.35
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
78 Out of 171
Fixed Fee
2.00%
Marcellus - Little Champs
AUM (₹ Cr)
258.05
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
6 Out of 23
Fixed Fee
0%
Marathon Trends - Trend Following
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category
FLEXICAP
Category Rank
51 Out of 62
Fixed Fee
2.50%
Scheme Name Category Category Rank Scheme Return Benchmark Return Benchmark AUM (Rs Cr) Hurdle rate Fixed fee
Marcellus - Kings of Capital
1Out of 6
0.32%
Nifty 50 TRI
0.45%
Nifty 50 TRI
230.23
10.00%
2.50%
Marcellus - Consistent Compounders
12Out of 6
-6.95%
Nifty 50 TRI
0.45%
Nifty 50 TRI
3,049.92
8% Or 12%
2.00%
Marcellus - Rising Giants Portfolio
1Out of 6
-7.66%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
182.69
6% + Benchmark
2.50%
Meritor Q
78Out of 6
-8.89%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
42.35
No Option
2.00%
Marcellus - Little Champs
6Out of 6
-9.60%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
258.05
10.00%
0%
Marathon Trends - Trend Following
51Out of 6
-11.09%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
8%
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQs

What is the total AUM managed by Marcellus Investment Managers Pvt Ltd ?
The total AUM managed by Marcellus Investment Managers Pvt Ltd is ₹4733.72 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 Marcellus Investment Managers Pvt 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
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