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Marcellus - Little Champs

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Marcellus - Little Champs

Marcellus - Little Champs

  • Marcellus Investment Managers Pvt Ltd
  • MID CAP
  • 17
    Out of 17*
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Portfolio age 5 years, 6 months
-4.54%
-3.43%
Hurdle Rate** 10.00%
Fixed fee 0%
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.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (93%)
CASH AND EQUIVALENT (7%)
Allocation by Market Cap
Small Cap (87%)
Mid Cap (6%)
Sector Holdings
  • Financial Services 16.50%
  • Pharma & Healthcare 16.00%
  • Industrials & Capital Goods 13.00%
  • Chemicals 12.50%
  • Auto & Auto Components 10.00%
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

Ashvin Shetty
  • Manager Rank 21 Out of 21
    i
    Rank is based on 3-year return
  • Schemes Managed 1
  • Total AUM ₹297.38 Cr
  • Highest Return In 1 Yr 0.98%
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
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Marcellus - Little Champs
AUM (₹ Cr)
297.38
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
5 Out of 23
Fixed Fee
0%
Scheme Return
-4.54%
Benchmark Return
-3.43%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
Marcellus - Little Champs
1Out of 1
-4.54%
-3.43%
S&P BSE 500 TRI
MID CAP
₹297.38 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FUND SUMMARY

AUM (₹ Cr)
297.38 (As on Jan, 2025)
Inception Date
Aug 29, 2019
Min. Investment
₹50 Lac
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

Fee Structure

Fixed Fee
0%
Variable Fee
1.50%
Hurdle Rate
10.00%
Profit Sharing
20% profit share above 10% hurdle rate.
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Investment 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.

CALCULATORS

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PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Compare
Marcellus - Little Champs
AUM (₹ Cr)
297.38
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 23
Fixed Fee
0%
Scheme Return
-4.54%
Benchmark Return
-3.43%
Marcellus - Rising Giants Portfolio
AUM (₹ Cr)
205.21
Hurdle Rate
6% + Benchmark
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 23
Fixed Fee
2.50%
Scheme Return
-2.16%
Benchmark Return
-3.43%
Concept Investwell - Marvel
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 23
Fixed Fee
2.00%
Scheme Return
-3.89%
Benchmark Return
-3.43%
Emkay - Gems
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 23
Fixed Fee
2.50%
Scheme Return
-4.00%
Benchmark Return
-3.40%
Purnartha - Dynamic Midcap Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 23
Fixed Fee
No Option
Scheme Return
-4.52%
Benchmark Return
-3.43%
UNIFI - Insider Shadow
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Available
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 23
Fixed Fee
2.00%
Scheme Return
-4.92%
Benchmark Return
-3.43%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
Marcellus - Little Champs
1Out of 23
-4.54%
-3.43%
S&P BSE 500 TRI
MID CAP
10.00%
₹297.38 Cr.
Marcellus - Rising Giants Portfolio
1Out of 23
-2.16%
-3.43%
S&P BSE 500 TRI
MID CAP
6% + Benchmark
₹205.21 Cr.
Concept Investwell - Marvel
1Out of 23
-3.89%
-3.43%
S&P BSE 500 TRI
MID CAP
7.00%
₹UNDISC. Cr.
Emkay - Gems
1Out of 23
-4.00%
-3.40%
S&P BSE 500 TRI
MID CAP
No Option
₹UNDISC. Cr.
Purnartha - Dynamic Midcap Strategy
1Out of 23
-4.52%
-3.43%
S&P BSE 500 TRI
MID CAP
25% or 10%
₹UNDISC. Cr.
UNIFI - Insider Shadow
1Out of 23
-4.92%
-3.43%
S&P BSE 500 TRI
MID CAP
Available
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

Marcellus Investment Managers Pvt Ltd
Marcellus Investment Managers Pvt Ltd manages assets worth Rs 5217.67 crores. Its current offering of PMS schemes includes 2 Large Cap, 2 Mid Cap, 1 Multi Cap and 1 Flexicap schemes.

AUM (₹ cr)

5217.67 (As on Jan, 2025)

Number of Schemes

6
Schemes From This AMC
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Marcellus - Kings of Capital
AUM (₹ Cr)
₹237.82 Cr.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
2 Out of 26
Fixed Fee
2.50%
Strategy Return
0.39%
Benchmark Return
-0.45%
Marcellus - Rising Giants Portfolio
AUM (₹ Cr)
₹205.21 Cr.
Hurdle Rate
6% + Benchmark
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
1 Out of 23
Fixed Fee
2.50%
Strategy Return
-2.16%
Benchmark Return
-3.43%
Marcellus - Consistent Compounders
AUM (₹ Cr)
₹3377.59 Cr.
Hurdle Rate
8% Or 12%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
11 Out of 26
Fixed Fee
2.00%
Strategy Return
-2.63%
Benchmark Return
-0.45%
Marcellus - Little Champs
AUM (₹ Cr)
₹297.38 Cr.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
5 Out of 23
Fixed Fee
0%
Strategy Return
-4.54%
Benchmark Return
-3.43%
Meritor Q
AUM (₹ Cr)
₹46.47 Cr.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
54 Out of 176
Fixed Fee
2.00%
Strategy Return
-5.21%
Benchmark Return
-3.43%
Marathon Trends - Trend Following
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category
FLEXICAP
Category Rank
55 Out of 64
Fixed Fee
2.50%
Strategy Return
-10.44%
Benchmark Return
-3.43%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
Marcellus - Kings of Capital
1Out of 6
0.39%
-0.45%
Nifty 50 TRI
10.00%
LARGE CAP
₹237.82 Cr.
Marcellus - Rising Giants Portfolio
1Out of 6
-2.16%
-3.43%
S&P BSE 500 TRI
6% + Benchmark
MID CAP
₹205.21 Cr.
Marcellus - Consistent Compounders
1Out of 6
-2.63%
-0.45%
Nifty 50 TRI
8% Or 12%
LARGE CAP
₹3377.59 Cr.
Marcellus - Little Champs
1Out of 6
-4.54%
-3.43%
S&P BSE 500 TRI
10.00%
MID CAP
₹297.38 Cr.
Meritor Q
1Out of 6
-5.21%
-3.43%
S&P BSE 500 TRI
No Option
MULTI CAP
₹46.47 Cr.
Marathon Trends - Trend Following
1Out of 6
-10.44%
-3.43%
S&P BSE 500 TRI
8%
FLEXICAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’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 0%.
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 Lac
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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