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Marcellus - Little Champs
Marcellus - Little Champs

Marcellus - Little Champs

  • Marcellus Investment Managers Pvt Ltd
  • Mid Cap
  • 15
    Out of 15*
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Portfolio age5 years, 11 months
3.93%
3.68%
Hurdle Rate**10.00%
Fixed fee1.50%
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 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 (31%)
Allocation by Market Cap
Small Cap (61%)
Mid Cap (8%)
Large Cap (0%)
Sector Holdings
  • Pharma & Healthcare12%
  • Financial Services11%
  • Industrials & Capital Goods9%
  • Chemicals7%
  • IT Services7%
Stock Holdings
  • Dodla Dairy Ltd4%
  • City Union Bank Ltd.3%
  • CMS Infosystems Ltd3%
  • Escorts Kubota Ltd.3%
  • Control Print Limited3%

bt_logoPORTFOLIO MANAGERS

Ashvin Shetty
  • Manager Rank18 Out of 18
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUM424.15
  • Highest Return In 1 Yr9.66%
Profile

Ashvin has more than 10 years of experience in equity research. He led the coverage on automobile sector at Ambit Capital from 2010 to 2017. He was ranked in Starmine Analyst Awards 2013 and 2016 for his stock picking abilities during this stint. He thereafter worked as a senior analyst for Ambit’s Mid and Small cap PMS funds till November 2018.

Other Schemes
  • table
  • Grid
Compare
Marcellus - Rising Giants Portfolio
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%
Scheme Return
4.09%
Benchmark Return
3.68%
Marcellus - Little Champs
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%
Scheme Return
3.93%
Benchmark Return
3.68%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
248.04
(As on Jun, 2025)
Inception Date
Aug 29, 2019
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
1.50%
Variable Fee
1.50%
Hurdle Rate
10.00%
Profit Sharing
20% profit share above 10% hurdle rate.
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bt_logoINVESTMENT PHILOSOPHY

Objective

Strategy to invest in a concentrated portfolio of heavily moated companies that can drive healthy earnings growth over long periods.

Investment Approach

Strategy to invest in a concentrated portfolio of heavily moated companies that can drive healthy earnings growth over long periods.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Marcellus - Little Champs
AUM (₹ Cr)
₹248.04 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
13 Out of 20
Fixed Fee
1.50%
Scheme Return
3.93%
Benchmark Return
3.68%
UNIFI - BCAD
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 20
Fixed Fee
2.00%
Scheme Return
7.14%
Benchmark Return
3.68%
Renaissance - Midcap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 20
Fixed Fee
2.50%
Scheme Return
7.14%
Benchmark Return
3.37%
Abans - Smart Beta Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 20
Fixed Fee
2.50%
Scheme Return
7.06%
Benchmark Return
3.68%
Purnartha - Dynamic Midcap Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 20
Fixed Fee
1.50%
Scheme Return
6.9%
Benchmark Return
3.68%
UNIFI - BCAD2: Breakout 20
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 20
Fixed Fee
2.00%
Scheme Return
6.53%
Benchmark Return
3.68%
*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
  • table
  • Grid
Compare
Marathon Trends - Trend Following
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%
Scheme Return
5.03%
Benchmark Return
3.68%
Marcellus - Consistent Compounders
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%
Scheme Return
4.87%
Benchmark Return
3.37%
Marcellus - Rising Giants Portfolio
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%
Scheme Return
4.09%
Benchmark Return
3.68%
Marcellus - Little Champs
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%
Scheme Return
3.93%
Benchmark Return
3.68%
Meritor Q
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%
Scheme Return
3.15%
Benchmark Return
3.68%
Marcellus - Kings of Capital
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%
Scheme Return
2.52%
Benchmark Return
3.37%
*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 - Little Champs?
The hurdle rate of Marcellus - Little Champs is 10.00%.
What is the fixed fee charged in Marcellus - Little Champs ?
The fixed fee charged in Marcellus - Little Champs is 1.50%.
What is the variable fee charged in Marcellus - Little Champs ?
The variable fee charged in Marcellus - Little Champs is 1.50%.
What is the profit sharing in Marcellus - Little Champs ?
The profit sharing in Marcellus - Little Champs is 20% profit share above 10% hurdle rate..
What is the minimum investment in Marcellus - Little Champs ?
The minimum investment in Marcellus - Little Champs is ₹50 Lacs
What type of scheme is Marcellus - Little Champs?
Marcellus - Little Champs is an Equity scheme. It falls in the Mid Cap category.
What is the inception date of Marcellus - Little Champs?
The inception date of Marcellus - Little Champs is Aug 29, 2019.
What is the exit load of Marcellus - Little Champs?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.

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