Marcellus - Kings of Capital

Marcellus Investment Managers Pvt Ltd
LARGE CAP

23

Out of 24*
Compare
Share

Portfolio age 4 years, 7 months

0.39%

-0.45%

Hurdle Rate** 10.00%

Fixed fee 2.50%

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 (99.5%)

CASH AND EQUIVALENT (0.5%)

Allocation by Market Cap

Small Cap (29.5%)

Large Cap (64%)

Mid Cap (6%)

Sector Holdings

Undisclosed

Stock Holdings

HDFC Bank Ltd. 12.00%
Kotak Mahindra Bank Ltd. 11.00%
Cholamandalam Investment And Finance Company Ltd. 10.00%
Bajaj Finserv Ltd. 8.00%
ICICI Lombard General Insurance Company Ltd 7.00%

PORTFOLIO MANAGERS

Tej Shah

Manager Rank 23 Out of 24
i
Rank is based on 3-year return
Schemes Managed 1
Total AUM ₹237.82 Cr
Highest Return In 1 Yr 14.23%

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.

Other Schemes

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

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Grid

Marcellus - Kings of Capital

AUM (₹ Cr)

237.82

Hurdle Rate

10.00%

Benchmark

Nifty 50 TRI

FUND SUMMARY

AUM (₹ Cr)

237.82 (As on Jan, 2025)

Inception Date

Jul 28, 2020

Min. Investment

₹50 Lac

SIP Option

Not Available

STP Option

Available

Exit Load

Exit load is 0%

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

Fee Structure

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

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Investment Philosophy

Objective

The key objective of our “Kings of Capital” strategy is to own a portfolio of 10 to 14 high quality Financial companies (banks, NBFCs, life insurers, general insurers, asset managers, brokers) that have good corporate governance, prudent capital allocation and high barriers to entry.

Investment Approach

Clean accounting and good corporate governance; Historical evidence of prudent capital allocation; and High barriers to entry so that companies are able to sustainably generate return on capital higher than cost of capital.