Marcellus - Consistent Compounders

Marcellus Investment Managers Pvt Ltd
Large Cap

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Share

Portfolio age7 years, 10 months

1.1%

-1.14%

Hurdle Rate**8.00% Or 12.00%

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 31/08/2026)

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

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (2%)

Allocation by Market Cap

Small Cap (24.6%)

Mid Cap (31.9%)

Large Cap (41.5%)

Sector Holdings

Consumer Discretionary30.5%
Health Care25.6%
Industrials14.3%
Financials9.9%
Materials7%

Stock Holdings

Trent Ltd8%
Divis Laboratories Ltd8%
Narayana Hrudayalaya Ltd7.5%
Asian Paints Ltd7%
Tube Investments of India Ltd7%

PORTFOLIO MANAGERS

Rakshit Ranjan

Manager Rank Out of 0
i
Rank is based on 3-year return
Schemes Managed0
Total AUMUndisclosed
Highest Return In 1 Yr-Infinity%

Profile

Rakshit spent 6 years (2005-2011) covering UK equities with Lloyds Bank (Director, Institutional Equity Research) and Execution Noble (Sector Lead analyst). During these six years, he was ranked amongst the top-3 UK Insurance analysts (Thomson Reuters Extel survey) in the mid-cap space. Since 2011, Rakshit led Ambit Capital’s consumer research franchise which got voted as No.1 for Discretionary Consumer and within top-3 for Consumer Staples in 2015 and 2016. He launched Ambit’s Coffee Can PMS in Mar’17 and managed it till Dec’18. Under his management, Ambit’s Coffee Can PMS was one of India’s top performing equity products during 2018.Qualifications :Rakshit has a B.Tech from IIT (Delhi) and is a CFA charter holder.

Other Schemes

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*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)

1626.72

(As on Aug, 2026)

Inception Date

Dec 01, 2018

Min. Investment

₹50 Lacs

SIP Option

Available

STP Option

Available

Exit Load

Exit load is No Option if redeemed in 0-1 year, No Option if redeemed in > 1-2 years, No Option if redeemed in > 2-3 years, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.00%

Variable Fee

0.00% Or 1.00%

Hurdle Rate

8.00% Or 12.00%

Profit Sharing

Variable Option: 20% of excess profits above a hurdle rate of 8% or Fixed 1% + Profit Sharing of 15% above hurdle rate of 12%

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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.

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PEER ANALYSIS

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*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Marcellus Investment Managers Pvt Ltd

Marcellus Investment Managers Pvt Ltd manages assets worth Rs 2324.79 crores. Its current offering of PMS schemes includes

AUM (₹ cr)

2,324.79 (As on Aug, 2026)

Number of Schemes

Schemes From This AMC

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*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Marcellus - Consistent Compounders?

The hurdle rate of Marcellus - Consistent Compounders is 8.00% Or 12.00%.

What is the fixed fee charged in Marcellus - Consistent Compounders ?

The fixed fee charged in Marcellus - Consistent Compounders is 2.00%.

What is the variable fee charged in Marcellus - Consistent Compounders ?

The variable fee charged in Marcellus - Consistent Compounders is 0.00% Or 1.00%.

What is the profit sharing in Marcellus - Consistent Compounders ?

The profit sharing in Marcellus - Consistent Compounders is Variable Option: 20% of excess profits above a hurdle rate of 8% or Fixed 1% + Profit Sharing of 15% above hurdle rate of 12%.

What is the minimum investment in Marcellus - Consistent Compounders ?

The minimum investment in Marcellus - Consistent Compounders is ₹50 Lacs

What type of scheme is Marcellus - Consistent Compounders?

Marcellus - Consistent Compounders is an Equity scheme. It falls in the Large Cap category.

What is the inception date of Marcellus - Consistent Compounders?

The inception date of Marcellus - Consistent Compounders is Dec 01, 2018.

What is the exit load of Marcellus - Consistent Compounders?

Exit load is No Option if redeemed in 0-1 year, No Option if redeemed in > 1-2 years, No Option if redeemed in > 2-3 years, 0% thereafter.