Business Today
Subscribe
NRICareer & JobsUS NewsInvestors CornerIn PicsWeatherFuel PricesPMS TodayBT Reels
BT GolfBT Most Powerful WomenEY Business Today Hidden Gems 2026
Search
Advertisement
Business News
pms
Marcellus - Little Champs
Marcellus - Little Champs

Marcellus - Little Champs

  • Marcellus Investment Managers Pvt Ltd
  • Mid Cap
  • 13
    Out of 13*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age7 years, 2 months
1.67%
-0.09%
Hurdle Rate**10.00%
Fixed feeNo Option
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 (10.5%)
Allocation by Market Cap
Small Cap (84.5%)
Mid Cap (5%)
Large Cap (0%)
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

No data found

FUND SUMMARY

AUM (₹ Cr)
115.83
(As on Aug, 2026)
Inception Date
Aug 29, 2019
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee
No Option
Variable Fee
1.50%
Hurdle Rate
10.00%
Profit Sharing
20% profit share above 10% hurdle rate.
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber?Login

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.

Calculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

BT Tv

War In The White House | Axios Reports Scott Bessent-Howard Lutnick Confrontation On AI Chips4:18War In The White House | Axios Reports Scott Bessent-Howard Lutnick Confrontation On AI Chips
Jensen Huang Scandal: Could Nvidia’s AI Empire Face A Trust Crisis?6:00Jensen Huang Scandal: Could Nvidia’s AI Empire Face A Trust Crisis?
Anirudh Ravichander and Kaviya Maran Marry in Greece: Wedding Details and Celebrity Guests1:22Anirudh Ravichander And Kaviya Maran Marry In Greece: Wedding Details And Celebrity Guests
Vishakapatnam AI Hub : Beyond Data Centres, Whats Next?7:38Vishakapatnam AI Hub : Beyond Data Centres, What's Next?
“There Is Only One Sarpanch”: Punjab Kings co-owner Ness Wadia On Hardik Pandya’s Punjab Kings Move4:18“There Is Only One Sarpanch”: Punjab Kings co-owner Ness Wadia On Hardik Pandya’s Punjab Kings Move
Karnataka Price Hike Row: BJP Protests Against Congress Government, Party Hits Back2:38Karnataka Price Hike Row: BJP Protests Against Congress Government, Party Hits Back
4 Films Releasing This Week: From Sci-Fi Thrillers To Emotional Family Dramas3:394 Films Releasing This Week: From Sci-Fi Thrillers To Emotional Family Dramas
“Farmers Need Storage, Not Distress Sales”: SBI’s Vikram Jha On Agri Loans3:16“Farmers Need Storage, Not Distress Sales”: SBI’s Vikram Jha On Agri Loans
“Farm Loans Available At 4%”: NABARD Explains How Farmers Can Access Cheaper Credit3:28“Farm Loans Available At 4%”: NABARD Explains How Farmers Can Access Cheaper Credit
Massive Diwali Quick Commerce Boom: Zepto, Blinkit & Swiggy Sales Explode!5:33Massive Diwali Quick Commerce Boom: Zepto, Blinkit & Swiggy Sales Explode!
View more

PEER ANALYSIS

  • table
  • Grid
Compare
Marcellus - Little Champs
AUM (₹ Cr)
₹115.83 Cr
Hurdle Rate
10.00%
Benchmark
BSE 500 TRI
Category Rank
15 Out of 22
Fixed Fee
No Option
Scheme Return
1.67%
Benchmark Return
-0.09%
Sundaram Alternates - SELF Portfolio
AUM (₹ Cr)
₹1,117.97 Cr
Hurdle Rate
12.00%
Benchmark
BSE 500 TRI
Category Rank
1 Out of 22
Fixed Fee
2.50%
Scheme Return
7.67%
Benchmark Return
-0.09%
Right Horizons - Super Value
AUM (₹ Cr)
₹222.38 Cr
Hurdle Rate
10.00%
Benchmark
BSE 500 TRI
Category Rank
2 Out of 22
Fixed Fee
2.50%
Scheme Return
7.5%
Benchmark Return
-0.09%
Abans - Smart Beta Portfolio
AUM (₹ Cr)
₹3.15 Cr
Hurdle Rate
No Option
Benchmark
BSE 500 TRI
Category Rank
3 Out of 22
Fixed Fee
2.50%
Scheme Return
5.82%
Benchmark Return
-0.09%
Master Trust India Growth Strategy
AUM (₹ Cr)
₹390.82 Cr
Hurdle Rate
10.00%
Benchmark
BSE 500 TRI
Category Rank
4 Out of 22
Fixed Fee
1.50%
Scheme Return
5.45%
Benchmark Return
-0.09%
Midcap Mavens
AUM (₹ Cr)
₹2.70 Cr
Hurdle Rate
6.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 22
Fixed Fee
No Option
Scheme Return
4.55%
Benchmark Return
-1.14%
*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 2 Large Cap, 2 Mid Cap and 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

2,324.79 (As on Aug, 2026)

Number of Schemes

6
Schemes From This AMC
  • table
  • Grid
Compare
Marcellus - Kings of Capital
AUM (₹ Cr)
₹122.82 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
6 Out of 30
Fixed Fee
2.50%
Scheme Return
1.8%
Benchmark Return
-1.14%
Marcellus - Rising Giants Portfolio
AUM (₹ Cr)
₹82.30 Cr
Hurdle Rate
6.00% + Benchmark
Benchmark
BSE 500 TRI
Category
Mid Cap
Category Rank
14 Out of 22
Fixed Fee
2.50%
Scheme Return
1.7%
Benchmark Return
-0.09%
Marcellus - Little Champs
AUM (₹ Cr)
₹115.83 Cr
Hurdle Rate
10.00%
Benchmark
BSE 500 TRI
Category
Mid Cap
Category Rank
15 Out of 22
Fixed Fee
No Option
Scheme Return
1.67%
Benchmark Return
-0.09%
Marathon Trends - Trend Following
AUM (₹ Cr)
₹326.38 Cr
Hurdle Rate
10.00%
Benchmark
BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
189 Out of 286
Fixed Fee
2.00%
Scheme Return
1.43%
Benchmark Return
-0.09%
Marcellus - Consistent Compounders
AUM (₹ Cr)
₹1,626.72 Cr
Hurdle Rate
8.00% Or 12.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
10 Out of 30
Fixed Fee
2.00%
Scheme Return
1.1%
Benchmark Return
-1.14%
Meritor Q
AUM (₹ Cr)
₹42.76 Cr
Hurdle Rate
No Option
Benchmark
BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
239 Out of 286
Fixed Fee
2.00%
Scheme Return
0.25%
Benchmark Return
-0.09%
*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 - Little Champs?
The hurdle rate of Marcellus - Little Champs is 10.00%.
What is the fixed fee charged in Marcellus - Little Champs ?
The fixed fee charged in Marcellus - Little Champs is No Option.
What is the variable fee charged in Marcellus - Little Champs ?
The variable fee charged in Marcellus - Little Champs is 1.50%.
What is the profit sharing in Marcellus - Little Champs ?
The profit sharing in Marcellus - Little Champs is 20% profit share above 10% hurdle rate..
What is the minimum investment in Marcellus - Little Champs ?
The minimum investment in Marcellus - Little Champs is ₹50 Lacs
What type of scheme is Marcellus - Little Champs?
Marcellus - Little Champs is an Equity scheme. It falls in the Mid Cap category.
What is the inception date of Marcellus - Little Champs?
The inception date of Marcellus - Little Champs is Aug 29, 2019.
What is the exit load of Marcellus - Little Champs?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.

Top Stories