What is the hurdle rate of Meritor Q?

There is no option for Hurdle rate.

What is the fixed fee charged in Meritor Q ?

The fixed fee charged in Meritor Q is 2.00%.

What is the variable fee charged in Meritor Q ?

There is no option for Variable fee.

What is the profit sharing in Meritor Q ?

There is no option for Profit sharing.

What is the minimum investment in Meritor Q ?

The minimum investment in Meritor Q is ₹50 Lacs

What type of scheme is Meritor Q?

Meritor Q is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.

What is the inception date of Meritor Q?

The inception date of Meritor Q is Nov 15, 2022.

Meritor Q

Marcellus Investment Managers Pvt Ltd
Multi Cap AND Flexi Cap

39
Out of 230*
Compare
Share

Portfolio age2 years, 8 months

3.15%

3.68%

Hurdle Rate**0.00%

Fixed fee2.00%

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

TRAILING PERFORMANCE

(As on 30/06/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (0.99%)

Allocation by Market Cap

Small Cap (31.02%)

Mid Cap (23.91%)

Large Cap (44.08%)

Sector Holdings

Materials24.11%
Health Care20.68%
Financials18.05%
Industrials13.61%
Information Technology11.54%

Stock Holdings

HDFC Bank Ltd10.8%
UltraTech Cement Ltd.6.17%
Cipla Ltd.4.98%
Dr. Reddy's Laboratories Ltd.4.9%
Asian Paints Ltd.4.47%

PORTFOLIO MANAGERS

Omkar Sawant

Manager Rank Out of 164
i
Rank is based on 3-year return
Schemes Managed1
Total AUM49.61
Highest Return In 1 Yr10.56%

Profile

BCOM, CA

Other Schemes

1m 3m 6m 1y 3y 5y

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Grid

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Meritor Q

AUM (₹ Cr)

₹49.61 Cr

Hurdle Rate

No Option

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

49.61

(As on Jun, 2025)

Inception Date

Nov 15, 2022

Min. Investment

₹50 Lacs

SIP Option

Available

STP Option

Available

Exit Load

Exit load is 0%

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.00%

Variable Fee

No Option

Hurdle Rate

No Option

Profit Sharing

No Option

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There are many companies with poor fundamentals that are undervalued for right reasons. The primary task of the investor is to consider if the stock has good fundamentals to begin with and then consider valuation. We have encapsulated the essence of this approach through a rules-based strategy which seeks to identify quality companies that are relatively undervalued compared to their intrinsic value. Quality aspect is measured on multiple dimensions such as low financial leverage, clean accounts and consistency of profitability

Investment Approach

Companies In large , Mid and small cap Segment . Accounting red flags based on Marcellus Forensic Accounting Framework. Low Financial Leverage.Consistent Profitability Trend Growth. Select top 30-45 Stocks by composite rank based on profitability and Value.