What is the hurdle rate of Marcellus - Global Consistent Compounders?

The hurdle rate of Marcellus - Global Consistent Compounders is 9% or 5%.

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

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

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

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

What is the profit sharing in Marcellus - Global Consistent Compounders ?

The profit sharing in Marcellus - Global Consistent Compounders is 15% Profit Sharing above 9% Hurdle or 20% Profit sharing above 5% hurdle.

What is the minimum investment in Marcellus - Global Consistent Compounders ?

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

What type of scheme is Marcellus - Global Consistent Compounders?

Marcellus - Global Consistent Compounders is an Equity scheme. It falls in the LARGE CAP category.

What is the inception date of Marcellus - Global Consistent Compounders?

The inception date of Marcellus - Global Consistent Compounders is Oct 28, 2022.

Marcellus - Global Consistent Compounders

Marcellus Investment Managers Pvt Ltd
LARGE CAP

Out of *
Compare
Share

Portfolio age3 years, 2 months

-3%

5.05%

Hurdle Rate**9% or 5%

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 31/07/2025)

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

FUND SUMMARY

AUM (₹ Cr)

UNDISC.

(As on Oct, 2024)

Inception Date

Oct 28, 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

1.00%

Hurdle Rate

9% or 5%

Profit Sharing

15% Profit Sharing above 9% Hurdle or 20% Profit sharing above 5% hurdle

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GCP companies have track record of consistent free cash flow compounding driven (a) the nature of products and services – ‘pick and shovel’ to the global economic megatrends, utilities and consumption; and (b) moats built around process capability, R&D and capital allocation.

Investment Approach

GCP companies have historically grown their free cashflows per share at about 20% (USD) annually over last decade. With average age of the portfolio companies being more than 6 decades, with more than 20 years of greatness and dominance in their present lines of businesses, GCP companies display the characteristics of exceptional resilience while delivering compelling growth.