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Meritor Q

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Meritor Q

Meritor Q

  • Marcellus Investment Managers Pvt Ltd
  • MULTI CAP
  • 31
    Out of 167*
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Portfolio age 2 years, 3 months
-5.21%
-3.43%
Hurdle Rate** 0.00%
Fixed fee 2.00%
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 (99%)
CASH AND EQUIVALENT (1%)
Allocation by Market Cap
Small Cap (37.94%)
Large Cap (39.09%)
Mid Cap (21.97%)
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

No Data Found!

FUND SUMMARY

AUM (₹ Cr)
46.47 (As on Jan, 2025)
Inception Date
Nov 15, 2022
Min. Investment
₹50 Lac
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
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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Investment Philosophy

Objective

Meritor Q

Investment Approach

Meritor Q

CALCULATORS

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PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Compare
Meritor Q
AUM (₹ Cr)
46.47
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
54 Out of 176
Fixed Fee
2.00%
Scheme Return
-5.21%
Benchmark Return
-3.43%
Invasset - Growth Pro Max
AUM (₹ Cr)
UNDISC.
Hurdle Rate
0% or 10%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 176
Fixed Fee
No Option
Scheme Return
1.10%
Benchmark Return
-3.43%
Maxiom PMS - EMERALD
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 176
Fixed Fee
2.50%
Scheme Return
0.09%
Benchmark Return
-0.45%
Qode All Weather
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 176
Fixed Fee
No Option
Scheme Return
-0.18%
Benchmark Return
-3.49%
2Point2 Capital - Long Term Value Fund
AUM (₹ Cr)
1295.44
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 176
Fixed Fee
1.50%
Scheme Return
-0.19%
Benchmark Return
-3.43%
Dynamic
AUM (₹ Cr)
UNDISC.
Hurdle Rate
0.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 176
Fixed Fee
1.25%
Scheme Return
-0.39%
Benchmark Return
-0.45%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
Meritor Q
1Out of 176
-5.21%
-3.43%
S&P BSE 500 TRI
MULTI CAP
No Option
₹46.47 Cr.
Invasset - Growth Pro Max
1Out of 176
1.10%
-3.43%
S&P BSE 500 TRI
MULTI CAP
0% or 10%
₹UNDISC. Cr.
Maxiom PMS - EMERALD
1Out of 176
0.09%
-0.45%
Nifty 50 TRI
MULTI CAP
6% or 25%
₹UNDISC. Cr.
Qode All Weather
1Out of 176
-0.18%
-3.49%
S&P BSE 500 TRI
MULTI CAP
10%
₹UNDISC. Cr.
2Point2 Capital - Long Term Value Fund
1Out of 176
-0.19%
-3.43%
S&P BSE 500 TRI
MULTI CAP
10.00%
₹1295.44 Cr.
Dynamic
1Out of 176
-0.39%
-0.45%
Nifty 50 TRI
MULTI CAP
0.00%
₹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 Meritor Q?
The hurdle rate of Meritor Q is No Option.
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 ?
The variable fee charged in Meritor Q is No Option .
What is the profit sharing in Meritor Q ?
The profit sharing in Meritor Q is No Option.
What is the minimum investment in Meritor Q ?
The minimum investment in Meritor Q is ₹50 Lac
What type of scheme is Meritor Q?
Meritor Q is an Equity scheme. It falls in the MULTI CAP category.
What is the inception date of Meritor Q?
The inception date of Meritor Q is Nov 15, 2022 .
What is the exit load of Meritor Q?
Exit load is 0%

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