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Meritor Q
Meritor Q

Meritor Q

  • Marcellus Investment Managers Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 126
    Out of 182*
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PMS Bazaar
Portfolio age3 years, 6 months
8.59%
-11.37%
Hurdle Rate**0.00%
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

bt_logoTRAILING PERFORMANCE

(As on 30/04/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (1%)
Allocation by Market Cap
Small Cap (17.64%)
Mid Cap (33.33%)
Large Cap (38.14%)
Sector Holdings
  • Health Care18.76%
  • Industrials17.13%
  • Financials13.4%
  • Consumer Discretionary12.33%
  • Communication Services10.41%
Stock Holdings
  • Bharti Airtel Ltd7.82%
  • Bharti Airtel Ltd.7.12%
  • Eicher Motors Ltd4.32%
  • HDFC Bank Ltd4.04%
  • Shriram Finance Ltd4.02%

bt_logoPORTFOLIO MANAGERS

Omkar Sawant
  • Manager Rank126 Out of 182
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM42.78
  • Highest Return In 1 Yr-3.11%
Profile

BCOM, CA

Other Schemes
AUM (₹ Cr)
₹42.78 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
240 Out of 270
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

BT Tv

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹42.78 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
240 Out of 270
Fixed Fee
2.00%
AUM (₹ Cr)
₹46.09 Cr
Hurdle Rate
10.00% or 12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 270
Fixed Fee
No Option
AUM (₹ Cr)
₹426.00 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
2 Out of 270
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 270
Fixed Fee
2.00%
AUM (₹ Cr)
₹1,178.64 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 270
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 270
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Marcellus Investment Managers Pvt Ltd
Marcellus Investment Managers Pvt Ltd manages assets worth Rs 2435.72 crores. Its current offering of PMS schemes includes 2 Large Cap, 2 Mid Cap and 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

2,435.72 (As on Mar, 2026)

Number of Schemes

6
Schemes From This AMC
AUM (₹ Cr)
₹139.02 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
6 Out of 31
Fixed Fee
2.50%
AUM (₹ Cr)
₹98.78 Cr
Hurdle Rate
6% + Benchmark
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
18 Out of 23
Fixed Fee
2.50%
AUM (₹ Cr)
₹132.60 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
19 Out of 23
Fixed Fee
1.50%
AUM (₹ Cr)
₹1,692.13 Cr
Hurdle Rate
8% Or 12%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
8 Out of 31
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
193 Out of 270
Fixed Fee
2.00%
AUM (₹ Cr)
₹42.78 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
240 Out of 270
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

What is the hurdle rate of Meritor Q?
There is no option for Hurdle rate.
What is the fixed fee charged in Meritor Q ?
The fixed fee charged in Meritor Q is 2.00%.
What is the variable fee charged in Meritor Q ?
There is no option for Variable fee.
What is the profit sharing in Meritor Q ?
There is no option for Profit sharing.
What is the minimum investment in Meritor Q ?
The minimum investment in Meritor Q is ₹50 Lacs
What type of scheme is Meritor Q?
Meritor Q is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Meritor Q?
The inception date of Meritor Q is Nov 15, 2022.
What is the exit load of Meritor Q?
Exit load is 0%