Marcellus - Consistent Compounders

Marcellus Investment Managers Pvt Ltd
LARGE CAP

18

Out of 19*
Compare
Share

Portfolio age 6 years, 3 months

-2.63%

-0.45%

Hurdle Rate** 8.00%

Fixed fee 2.00%

Min. Investment ₹50 Lac

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/01/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

DETAILED PORTFOLIO

EQUITY (99.7%)

CASH AND EQUIVALENT (0.3%)

Allocation by Market Cap

Small Cap (17.5%)

Large Cap (52.5%)

Mid Cap (29.7%)

Sector Holdings

Pharma & Healthcare 26.10%
Auto & Auto Components 21.60%
Financial Services 21.00%
Consumer Discretionary 12.50%
Building Materials 10.50%

Stock Holdings

Tube Investments 10.00%
Divi's Laboratories Ltd. 9.40%
Narayana Hrudayalaya Ltd 8.50%
Trent Ltd. 8.50%
HDFC Bank Ltd. 6.00%

PORTFOLIO MANAGERS

Rakshit Ranjan

Manager Rank 24 Out of 24
i
Rank is based on 3-year return
Schemes Managed 1
Total AUM ₹3377.59 Cr
Highest Return In 1 Yr 6.47%

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.

Other Schemes

1M 3M 6M 1Y 3Y 5Y