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Meritor Q
Meritor Q

Meritor Q

  • Marcellus Investment Managers Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 126
    Out of 235*
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Portfolio age3 years
3.51%
4.27%
Hurdle Rate**0.00%
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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
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 (28.8%)
Mid Cap (22.91%)
Large Cap (37.38%)
Sector Holdings
  • Financials17.61%
  • Health Care17.49%
  • Materials16.57%
  • Industrials11.96%
  • Consumer Discretionary10.84%
Stock Holdings
  • HDFC Bank Ltd9.71%
  • Cipla Ltd.4.44%
  • eClerx Services Ltd.3.87%
  • Knowledge Realty Trust3.63%
  • Berger Paints India Ltd.3.51%

bt_logoPORTFOLIO MANAGERS

Omkar Sawant
  • Manager Rank Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM49.06
  • Highest Return In 1 Yr0.16%
Profile

BCOM, CA

Other Schemes
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Compare
Meritor Q
AUM (₹ Cr)
₹49.06 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
135 Out of 251
Fixed Fee
2.00%
Scheme Return
3.51%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
49.06
(As on Oct, 2025)
Inception Date
Nov 15, 2022
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.00%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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bt_logoINVESTMENT PHILOSOPHY

Objective

There are many companies with poor fundamentals that are undervalued for right reasons. The primary task of the investor is to consider if the stock has good fundamentals to begin with and then consider valuation. We have encapsulated the essence of this approach through a rules-based strategy which seeks to identify quality companies that are relatively undervalued compared to their intrinsic value. Quality aspect is measured on multiple dimensions such as low financial leverage, clean accounts and consistency of profitability

Investment Approach

Companies In large , Mid and small cap Segment . Accounting red flags based on Marcellus Forensic Accounting Framework. Low Financial Leverage.Consistent Profitability Trend Growth. Select top 30-45 Stocks by composite rank based on profitability and Value.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Meritor Q
AUM (₹ Cr)
₹49.06 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
135 Out of 251
Fixed Fee
2.00%
Scheme Return
3.51%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*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 3690.99 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap, 2 Large Cap and 2 Mid Cap schemes.

AUM (₹ cr)

3,690.99 (As on Oct, 2025)

Number of Schemes

6
Schemes From This AMC
  • table
  • Grid
Compare
Marathon Trends - Trend Following
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
19 Out of 251
Fixed Fee
2.00%
Scheme Return
6.35%
Benchmark Return
4.27%
Meritor Q
AUM (₹ Cr)
₹49.06 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
135 Out of 251
Fixed Fee
2.00%
Scheme Return
3.51%
Benchmark Return
4.27%
Marcellus - Kings of Capital
AUM (₹ Cr)
₹202.66 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
23 Out of 28
Fixed Fee
2.50%
Scheme Return
3.33%
Benchmark Return
4.62%
Marcellus - Consistent Compounders
AUM (₹ Cr)
₹2,410.44 Cr
Hurdle Rate
8% Or 12%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
24 Out of 28
Fixed Fee
2.00%
Scheme Return
3.12%
Benchmark Return
4.62%
Marcellus - Little Champs
AUM (₹ Cr)
₹180.24 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
19 Out of 21
Fixed Fee
1.50%
Scheme Return
1.02%
Benchmark Return
4.27%
Marcellus - Rising Giants Portfolio
AUM (₹ Cr)
₹147.94 Cr
Hurdle Rate
6% + Benchmark
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
20 Out of 21
Fixed Fee
2.50%
Scheme Return
1.02%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

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%

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