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Marcellus - Little Champs
Marcellus - Little Champs

Marcellus - Little Champs

  • Marcellus Investment Managers Pvt Ltd
  • Mid Cap
  • 14
    Out of 14*
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Portfolio age6 years, 11 months
0.36%
1.73%
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 31/07/2026)
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

Ashvin Shetty
  • Manager Rank20 Out of 20
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUM210.66
  • Highest Return In 1 Yr-5.33%
Profile

Ashvin has more than 10 years of experience in equity research. He led the coverage on automobile sector at Ambit Capital from 2010 to 2017. He was ranked in Starmine Analyst Awards 2013 and 2016 for his stock picking abilities during this stint. He thereafter worked as a senior analyst for Ambit’s Mid and Small cap PMS funds till November 2018.

Other Schemes
  • table
  • Grid
Compare
Marcellus - Rising Giants Portfolio
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%
Scheme Return
0.4%
Benchmark Return
1.73%
Marcellus - Little Champs
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
Scheme Return
0.36%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
122.91
(As on Jul, 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.
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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.

Calculators

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PEER ANALYSIS

  • table
  • Grid
Compare
Marcellus - Little Champs
AUM (₹ Cr)
₹122.91 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
14 Out of 23
Fixed Fee
No Option
Scheme Return
0.36%
Benchmark Return
1.73%
Renaissance - Midcap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 23
Fixed Fee
2.50%
Scheme Return
5.96%
Benchmark Return
1.67%
UNIFI - BCAD
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 23
Fixed Fee
2.00%
Scheme Return
3.92%
Benchmark Return
1.73%
UNIFI - BCAD2: Breakout 20
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 23
Fixed Fee
2.00%
Scheme Return
3.46%
Benchmark Return
1.73%
UNIFI - APJ 20
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 23
Fixed Fee
2.00%
Scheme Return
3.39%
Benchmark Return
1.73%
Alphabots Midcap 29
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 23
Fixed Fee
2.50%
Scheme Return
3.12%
Benchmark Return
1.73%
*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
  • table
  • Grid
Compare
Marcellus - Consistent Compounders
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%
Scheme Return
4.02%
Benchmark Return
1.67%
Meritor Q
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%
Scheme Return
3.04%
Benchmark Return
1.73%
Marcellus - Kings of Capital
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%
Scheme Return
0.5%
Benchmark Return
1.67%
Marcellus - Rising Giants Portfolio
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%
Scheme Return
0.4%
Benchmark Return
1.73%
Marcellus - Little Champs
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
Scheme Return
0.36%
Benchmark Return
1.73%
Marathon Trends - Trend Following
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%
Scheme Return
0.34%
Benchmark Return
1.73%
*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.

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