Marcellus - Rising Giants Portfolio
Marcellus - Rising Giants Portfolio

Marcellus - Rising Giants Portfolio

  • Marcellus Investment Managers Pvt Ltd
  • Mid Cap
  • 17
    Out of 18*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age3 years, 7 months
4.09%
3.68%
Hurdle Rate**6% + Benchmark
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 (36%)
Allocation by Market Cap
Small Cap (55%)
Mid Cap (9%)
Large Cap (0%)
Sector Holdings
  • Financial Services11%
  • Pharma & Healthcare10%
  • IT Services8%
  • Chemicals7%
  • Consumer Discretionary3%
Stock Holdings
  • Dodla Dairy Ltd4%
  • CMS Infosystems Ltd3%
  • Escorts Kubota Ltd3%
  • City Union Bank Ltd3%
  • Go Digit General Insurance Ltd3%

bt_logoPORTFOLIO MANAGERS

Ashvin Shetty
  • Manager Rank17 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
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%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹176.11 Cr
Hurdle Rate
6% + Benchmark
Benchmark
S&P BSE 500 TRI
Category Rank
11 Out of 20
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 20
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 20
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 20
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 20
Fixed Fee
1.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 20
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 - Rising Giants Portfolio?
The hurdle rate of Marcellus - Rising Giants Portfolio is 6% + Benchmark.
What is the fixed fee charged in Marcellus - Rising Giants Portfolio ?
The fixed fee charged in Marcellus - Rising Giants Portfolio is 2.50%.
What is the variable fee charged in Marcellus - Rising Giants Portfolio ?
The variable fee charged in Marcellus - Rising Giants Portfolio is 1.75%.
What is the profit sharing in Marcellus - Rising Giants Portfolio ?
The profit sharing in Marcellus - Rising Giants Portfolio is 10% Profit Sharing above 6% Hurdle + Benchmark Returns.
What is the minimum investment in Marcellus - Rising Giants Portfolio ?
The minimum investment in Marcellus - Rising Giants Portfolio is ₹50 Lacs
What type of scheme is Marcellus - Rising Giants Portfolio?
Marcellus - Rising Giants Portfolio is an Equity scheme. It falls in the Mid Cap category.
What is the inception date of Marcellus - Rising Giants Portfolio?
The inception date of Marcellus - Rising Giants Portfolio is Dec 27, 2021.
What is the exit load of Marcellus - Rising Giants Portfolio?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.