What is the hurdle rate of Marcellus - Consistent Compounders?

The hurdle rate of Marcellus - Consistent Compounders is 8% Or 12%.

What is the fixed fee charged in Marcellus - Consistent Compounders ?

The fixed fee charged in Marcellus - Consistent Compounders is 2.00%.

What is the variable fee charged in Marcellus - Consistent Compounders ?

The variable fee charged in Marcellus - Consistent Compounders is 0% Or 1%.

What is the minimum investment in Marcellus - Consistent Compounders ?

The minimum investment in Marcellus - Consistent Compounders is ₹50 Lacs

What type of scheme is Marcellus - Consistent Compounders?

Marcellus - Consistent Compounders is an Equity scheme. It falls in the LARGE CAP category.

What is the inception date of Marcellus - Consistent Compounders?

The inception date of Marcellus - Consistent Compounders is Dec 01, 2018.

Marcellus - Consistent Compounders

Q: What is the profit sharing in Marcellus - Consistent Compounders ?

The profit sharing in Marcellus - Consistent Compounders is Variable Option: 20% of excess profits above a hurdle rate of 8% or Fixed 1% + Profit Sharing of 15% above hurdle rate of 12%.

Marcellus Investment Managers Pvt Ltd
LARGE CAP

17
Out of 18*
Compare
Share

Portfolio age6 years, 7 months

4.87%

3.37%

Hurdle Rate**8% Or 12%

Fixed fee2.00%

Min. Investment₹50 Lacs

*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 30/06/2025)

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

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (1.5%)

Allocation by Market Cap

Small Cap (19.5%)

Mid Cap (26.7%)

Large Cap (52.3%)

Sector Holdings

Pharma & Healthcare23.2%
Financial Services22.8%
Auto & Auto Components19%
Building Materials13%
Consumer Discretionary12%

Stock Holdings

Narayana Hrudayalaya Ltd9.5%
Divi's Laboratories Ltd.8%
Trent Ltd.8%
Tube Investments7.5%
Eicher Motors6.5%

PORTFOLIO MANAGERS

Rakshit Ranjan

Manager Rank22 Out of 22
i
Rank is based on 3-year return
Schemes Managed1
Total AUM3087.74
Highest Return In 1 Yr5.44%

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.

Other Schemes

1m 3m 6m 1y 3y 5y