What is the hurdle rate of Marcellus - Rising Giants Portfolio?

The hurdle rate of Marcellus - Rising Giants Portfolio is 6% + Benchmark.

What is the fixed fee charged in Marcellus - Rising Giants Portfolio ?

The fixed fee charged in Marcellus - Rising Giants Portfolio is 2.50%.

What is the variable fee charged in Marcellus - Rising Giants Portfolio ?

The variable fee charged in Marcellus - Rising Giants Portfolio is 1.75%.

What is the profit sharing in Marcellus - Rising Giants Portfolio ?

The profit sharing in Marcellus - Rising Giants Portfolio is 10% Profit Sharing above 6% Hurdle + Benchmark Returns.

What is the minimum investment in Marcellus - Rising Giants Portfolio ?

The minimum investment in Marcellus - Rising Giants Portfolio is ₹50 Lacs

What type of scheme is Marcellus - Rising Giants Portfolio?

Marcellus - Rising Giants Portfolio is an Equity scheme. It falls in the Mid Cap category.

What is the inception date of Marcellus - Rising Giants Portfolio?

The inception date of Marcellus - Rising Giants Portfolio is Dec 27, 2021.

Marcellus - Rising Giants Portfolio

Marcellus Investment Managers Pvt Ltd
Mid Cap

16
Out of 17*
Compare
Share

Portfolio age3 years, 12 months

-0.39%

0.96%

Hurdle Rate**6% + Benchmark

Fixed fee2.50%

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 30/11/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (22%)

Allocation by Market Cap

Small Cap (71%)

Mid Cap (7%)

Large Cap (0%)

Sector Holdings

Pharma & Healthcare15%
IT Services14%
Industrials & Capital Goods14%
Financial Services13%
REIT7%

Stock Holdings

CMS Infosystems Ltd5%
Jash Engineering Limited4%
LT Foods Ltd.4%
Clean Science & Technology Ltd.3%
L&T Technology Services Ltd.3%

PORTFOLIO MANAGERS

Ashvin Shetty

Manager Rank16 Out of 17
i
Rank is based on 3-year return
Schemes Managed2
Total AUM314.38
Highest Return In 1 Yr0.45%

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

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Marcellus - Rising Giants Portfolio

AUM (₹ Cr)

₹141.61 Cr

Hurdle Rate

6% + Benchmark

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

141.61

(As on Nov, 2025)

Inception Date

Dec 27, 2021

Min. Investment

₹50 Lacs

SIP Option

Available

STP Option

Available

Exit Load

Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.50%

Variable Fee

1.75%

Hurdle Rate

6% + Benchmark

Profit Sharing

10% Profit Sharing above 6% Hurdle + Benchmark Returns

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INVESTMENT PHILOSOPHY

Objective

Investment universe: Listed companies in India in the USD 500m – 10 bn market cap range.

Investment Approach

Clean accounts and governance.Strongly moated dominant companies in niche segments not yet well discovered by the market participants.Strong track record of capital allocation with high reinvestment in the core business and continuous focus on adjacencies for growth.