Search
Advertisement
Marcellus - Consistent Compounders
Marcellus - Consistent Compounders

Marcellus - Consistent Compounders

  • Marcellus Investment Managers Pvt Ltd
  • Large Cap
  • 21
    Out of 22*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age7 years, 8 months
4.02%
1.67%
Hurdle Rate**8.00% Or 12.00%
Fixed fee2.00%
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

TRAILING PERFORMANCE

(As on 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

Rakshit Ranjan
  • Manager Rank25 Out of 26
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM1666.34
  • Highest Return In 1 Yr-6.29%
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
AUM (₹ Cr)
₹1,666.34 Cr
Hurdle Rate
8.00% Or 12.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
13 Out of 30
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

BT Tv

PEER ANALYSIS

AUM (₹ Cr)
₹1,666.34 Cr
Hurdle Rate
8.00% Or 12.00%
Benchmark
Nifty 50 TRI
Category Rank
13 Out of 30
Fixed Fee
2.00%
AUM (₹ Cr)
₹134.61 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 30
Fixed Fee
2.50%
AUM (₹ Cr)
₹39.97 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 30
Fixed Fee
2.50%
AUM (₹ Cr)
₹4.45 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 30
Fixed Fee
2.00%
AUM (₹ Cr)
₹365.00 Cr
Hurdle Rate
0% to 15.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 30
Fixed Fee
No Option
AUM (₹ Cr)
₹13.55 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 30
Fixed Fee
2.00%
*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 2409.63 crores. Its current offering of PMS schemes includes 2 Large Cap, 2 Multi Cap And Flexi Cap and 2 Mid Cap schemes.

AUM (₹ cr)

2,409.63 (As on Jun, 2026)

Number of Schemes

6
Schemes From This AMC
AUM (₹ Cr)
₹1,666.24 Cr
Hurdle Rate
8.00% Or 12.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
4 Out of 29
Fixed Fee
2.00%
AUM (₹ Cr)
₹42.96 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
52 Out of 283
Fixed Fee
2.00%
AUM (₹ Cr)
₹128.19 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
26 Out of 29
Fixed Fee
2.50%
AUM (₹ Cr)
₹87.75 Cr
Hurdle Rate
6.00% + Benchmark
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
13 Out of 23
Fixed Fee
2.50%
AUM (₹ Cr)
₹122.91 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
14 Out of 23
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
194 Out of 283
Fixed Fee
2.00%
*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.