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Marcellus - Kings of Capital
Marcellus - Kings of Capital

Marcellus - Kings of Capital

  • Marcellus Investment Managers Pvt Ltd
  • Large Cap
  • 16
    Out of 22*
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PMS Bazaar
Portfolio age5 years
2.52%
3.37%
Hurdle Rate**10.00%
Fixed fee2.50%
Min. Investment50 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 30/06/2025)
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 (6%)
Allocation by Market Cap
Small Cap (21.5%)
Mid Cap (6%)
Large Cap (66.5%)
Sector Holdings
Undisclosed
Stock Holdings
  • HDFC Bank Ltd.14%
  • Kotak Mahindra Bank Ltd.11%
  • Cholamandalam Investment And Finance Co.Ltd10%
  • Bajaj Finserv Ltd8%
  • Info Edge India Ltd7%

bt_logoPORTFOLIO MANAGERS

Tej Shah
  • Manager Rank16 Out of 22
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM242.6
  • Highest Return In 1 Yr14.13%
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
AUM (₹ Cr)
₹242.60 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
21 Out of 24
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹242.60 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
21 Out of 24
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 24
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 24
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 24
Fixed Fee
1.75%
AUM (₹ Cr)
₹112.61 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 24
Fixed Fee
2.50%
AUM (₹ Cr)
₹3,087.74 Cr
Hurdle Rate
8% Or 12%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 24
Fixed Fee
2.00%
*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 4707.18 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap, 2 Large Cap and 2 Mid Cap schemes.

AUM (₹ cr)

4,707.18 (As on Jun, 2025)

Number of Schemes

6
Schemes From This AMC
AUM (₹ Cr)
₹482.78 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
51 Out of 250
Fixed Fee
2.00%
AUM (₹ Cr)
₹3,087.74 Cr
Hurdle Rate
8% Or 12%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
5 Out of 24
Fixed Fee
2.00%
AUM (₹ Cr)
₹176.11 Cr
Hurdle Rate
6% + Benchmark
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
11 Out of 20
Fixed Fee
2.50%
AUM (₹ Cr)
₹248.04 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
13 Out of 20
Fixed Fee
1.50%
AUM (₹ Cr)
₹49.61 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
156 Out of 250
Fixed Fee
2.00%
AUM (₹ Cr)
₹242.60 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
21 Out of 24
Fixed Fee
2.50%
*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 - Kings of Capital?
The hurdle rate of Marcellus - Kings of Capital is 10.00%.
What is the fixed fee charged in Marcellus - Kings of Capital ?
The fixed fee charged in Marcellus - Kings of Capital is 2.50%.
What is the variable fee charged in Marcellus - Kings of Capital ?
The variable fee charged in Marcellus - Kings of Capital is 1.50%.
What is the profit sharing in Marcellus - Kings of Capital ?
The profit sharing in Marcellus - Kings of Capital is performance fees of 15% profit sharing above a hurdle of 10%, no catch-up.
What is the minimum investment in Marcellus - Kings of Capital ?
The minimum investment in Marcellus - Kings of Capital is ₹50 Lacs
What type of scheme is Marcellus - Kings of Capital?
Marcellus - Kings of Capital is an Equity scheme. It falls in the Large Cap category.
What is the inception date of Marcellus - Kings of Capital?
The inception date of Marcellus - Kings of Capital is Jul 28, 2020.
What is the exit load of Marcellus - Kings of Capital?
Exit load is No Option if redeemed in 0-1 year, No Option if redeemed in > 1-2 years, No Option if redeemed in > 2-3 years, 0% thereafter.