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Marcellus - Consistent Compounders
Marcellus - Consistent Compounders

Marcellus - Consistent Compounders

  • Marcellus Investment Managers Pvt Ltd
  • Large Cap
  • 20
    Out of 20*
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PMS Bazaar
Portfolio age7 years
3.12%
4.62%
Hurdle Rate**8% Or 12%
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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (3%)
Allocation by Market Cap
Small Cap (12.6%)
Mid Cap (33.9%)
Large Cap (50.5%)
Sector Holdings
  • Financial Services25%
  • Pharma & Healthcare21%
  • Auto & Auto Components18.2%
  • Building Materials14.8%
  • Consumer Discretionary11.2%
Stock Holdings
  • Narayana Hrudayalaya Ltd.8.2%
  • Narayana Hrudayalaya Ltd8%
  • Divi's Laboratories Ltd.8%
  • Trent Ltd.8%
  • Tube Investments7.5%

bt_logoPORTFOLIO MANAGERS

Rakshit Ranjan
  • Manager Rank22 Out of 23
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM2410.44
  • Highest Return In 1 Yr-2.48%
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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Marcellus - Consistent Compounders
AUM (₹ Cr)
₹2,410.44 Cr
Hurdle Rate
8% Or 12%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
24 Out of 28
Fixed Fee
2.00%
Scheme Return
3.12%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
2410.44
(As on Oct, 2025)
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
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.00%
Variable Fee
0% Or 1%
Hurdle Rate
8% Or 12%
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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bt_logoINVESTMENT 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.

bt_logoCalculators

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bt_logoPEER ANALYSIS

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Marcellus - Consistent Compounders
AUM (₹ Cr)
₹2,410.44 Cr
Hurdle Rate
8% Or 12%
Benchmark
Nifty 50 TRI
Category Rank
24 Out of 28
Fixed Fee
2.00%
Scheme Return
3.12%
Benchmark Return
4.62%
IFM Largecap Fund
AUM (₹ Cr)
₹119.83 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 28
Fixed Fee
No Option
Scheme Return
5.92%
Benchmark Return
4.62%
Acepro - Large Cap Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 28
Fixed Fee
1.00%
Scheme Return
5.6%
Benchmark Return
4.62%
Nippon India - Absolute Freedom
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 28
Fixed Fee
2.50%
Scheme Return
5.32%
Benchmark Return
4.27%
Accuracap - Alpha10
AUM (₹ Cr)
₹115.89 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 28
Fixed Fee
2.50%
Scheme Return
5.1%
Benchmark Return
4.6%
Sanctum - Indian Olympians
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 28
Fixed Fee
No Option
Scheme Return
5.07%
Benchmark Return
4.62%
*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 3690.99 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap, 2 Large Cap and 2 Mid Cap schemes.

AUM (₹ cr)

3,690.99 (As on Oct, 2025)

Number of Schemes

6
Schemes From This AMC
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Marathon Trends - Trend Following
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
19 Out of 251
Fixed Fee
2.00%
Scheme Return
6.35%
Benchmark Return
4.27%
Meritor Q
AUM (₹ Cr)
₹49.06 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
135 Out of 251
Fixed Fee
2.00%
Scheme Return
3.51%
Benchmark Return
4.27%
Marcellus - Kings of Capital
AUM (₹ Cr)
₹202.66 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
23 Out of 28
Fixed Fee
2.50%
Scheme Return
3.33%
Benchmark Return
4.62%
Marcellus - Consistent Compounders
AUM (₹ Cr)
₹2,410.44 Cr
Hurdle Rate
8% Or 12%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
24 Out of 28
Fixed Fee
2.00%
Scheme Return
3.12%
Benchmark Return
4.62%
Marcellus - Little Champs
AUM (₹ Cr)
₹180.24 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
19 Out of 21
Fixed Fee
1.50%
Scheme Return
1.02%
Benchmark Return
4.27%
Marcellus - Rising Giants Portfolio
AUM (₹ Cr)
₹147.94 Cr
Hurdle Rate
6% + Benchmark
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
20 Out of 21
Fixed Fee
2.50%
Scheme Return
1.02%
Benchmark Return
4.27%
*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 - Consistent Compounders?
The hurdle rate of Marcellus - Consistent Compounders is 8% Or 12%.
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% Or 1%.
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.

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