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Marcellus - Global Consistent Compounders
Marcellus - Global Consistent Compounders

Marcellus - Global Consistent Compounders

  • Marcellus Investment Managers Pvt Ltd
  • LARGE CAP
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Portfolio age2 years, 8 months
-3%
-0.93%
Hurdle Rate**9% or 5%
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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2024)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (2.2%)
Allocation by Market Cap
Small Cap (0%)
Mid Cap (2.4%)
Large Cap (95.4%)
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2024)
Inception Date
Oct 28, 2022
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.00%
Variable Fee
1.00%
Hurdle Rate
9% or 5%
Profit Sharing
15% Profit Sharing above 9% Hurdle or 20% Profit sharing above 5% hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

Marcellus Global Consistent Compounders

Investment Approach

Marcellus Global Consistent Compounders

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Tulsian - Tulsian PMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
0% to 15%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 26
Fixed Fee
No Option
Scheme Return
13.19%
Benchmark Return
1.92%
Asit C Mehta - ACE - 15
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 26
Fixed Fee
2.50%
Scheme Return
6.26%
Benchmark Return
1.92%
SCSL - Long Term Value Compounder
AUM (₹ Cr)
₹326.76 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 26
Fixed Fee
2.50%
Scheme Return
5.52%
Benchmark Return
1.92%
Conserve C
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 26
Fixed Fee
1% or 0%
Scheme Return
5.07%
Benchmark Return
1.71%
Nippon India - Absolute Freedom
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 26
Fixed Fee
2.50%
Scheme Return
4.94%
Benchmark Return
3.54%
Right Horizons - India Business Leader
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 26
Fixed Fee
2.50%
Scheme Return
4.75%
Benchmark Return
1.92%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Marcellus Investment Managers Pvt Ltd
Marcellus Investment Managers Pvt Ltd manages assets worth Rs 4674.86 crores. Its current offering of PMS schemes includes 2 Mid Cap, 2 Multi Cap And Flexi Cap and 2 Large Cap schemes.

AUM (₹ cr)

4,674.86 (As on May, 2025)

Number of Schemes

6
Schemes From This AMC
  • table
  • Grid
Compare
Marcellus - Little Champs
AUM (₹ Cr)
₹264.47 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
9 Out of 21
Fixed Fee
1.50%
Scheme Return
8.43%
Benchmark Return
3.54%
Marcellus - Rising Giants Portfolio
AUM (₹ Cr)
₹176.59 Cr
Hurdle Rate
6% + Benchmark
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
11 Out of 21
Fixed Fee
2.50%
Scheme Return
8.18%
Benchmark Return
3.54%
Meritor Q
AUM (₹ Cr)
₹47.85 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
173 Out of 244
Fixed Fee
2.00%
Scheme Return
3.91%
Benchmark Return
3.54%
Marathon Trends - Trend Following
AUM (₹ Cr)
₹469.85 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
179 Out of 244
Fixed Fee
2.00%
Scheme Return
3.79%
Benchmark Return
3.54%
Marcellus - Consistent Compounders
AUM (₹ Cr)
₹3,071.91 Cr
Hurdle Rate
8% Or 12%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
16 Out of 26
Fixed Fee
2.00%
Scheme Return
3.34%
Benchmark Return
1.92%
Marcellus - Kings of Capital
AUM (₹ Cr)
₹242.27 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
19 Out of 26
Fixed Fee
2.50%
Scheme Return
2.66%
Benchmark Return
1.92%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Marcellus - Global Consistent Compounders?
The hurdle rate of Marcellus - Global Consistent Compounders is 9% or 5%.
What is the fixed fee charged in Marcellus - Global Consistent Compounders ?
The fixed fee charged in Marcellus - Global Consistent Compounders is 2.00%.
What is the variable fee charged in Marcellus - Global Consistent Compounders ?
The variable fee charged in Marcellus - Global Consistent Compounders is 1.00%.
What is the profit sharing in Marcellus - Global Consistent Compounders ?
The profit sharing in Marcellus - Global Consistent Compounders is 15% Profit Sharing above 9% Hurdle or 20% Profit sharing above 5% hurdle.
What is the minimum investment in Marcellus - Global Consistent Compounders ?
The minimum investment in Marcellus - Global Consistent Compounders is ₹50 Lacs
What type of scheme is Marcellus - Global Consistent Compounders?
Marcellus - Global Consistent Compounders is an Equity scheme. It falls in the LARGE CAP category.
What is the inception date of Marcellus - Global Consistent Compounders?
The inception date of Marcellus - Global Consistent Compounders is Oct 28, 2022.
What is the exit load of Marcellus - Global Consistent Compounders?
Exit load is 0%

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