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comparison

COMPARE PMS Schemes

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Marcellus - Kings of Capital
Fund Summary
Category LARGE CAP
AUM (₹ cr) 237.82
Fixed Fee 2.50%
Variable Fee 1.50%
Hurdle Rate 10.00%
Profit Sharing performance fees of 15% profit sharing above a hurdle of 10%, no catch-up
Benchmark Nifty 50 TRI
Portfolio Age 4 years, 7 months
Trailing Returns
Portfolio Manager
Tej Shah
Tej Shah
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.
Detailed Portfolio
Allocation by Market Cap
  • Large Cap 64%
  • Mid Cap 6%
  • Small Cap 29.5%
Sector Holdings
Undisclosed
Stock Holdings
Bajaj Finserv Ltd.
8%
Cholamandalam Investment And Finance Company Ltd.
10%
HDFC Bank Ltd.
12%
ICICI Lombard General Insurance Company Ltd
7%
Kotak Mahindra Bank Ltd.
11%
NA
Investment Details
Min. Investment ₹5000000
SIP Option Not Available
STP Option Available
Exit Load Exit load is 0%
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