At Marcellus, the purpose is to influence efficient capital allocation in the Indian economy. Marcellus does this by channeling household savings towards high-quality companies with long track records of efficient capital allocation, who in turn deliver superior returns to savers.

  • Quantitative frameworks that use a combination of forensic accounting and capital allocation assessment define our investible universe.
  • Experienced investment team through in-depth primary research constructs a portfolio of companies with deep competitive moats
  • Hold these companies for long periods of time with little or no-churn which allows to capture the benefits of long term compounding and deliver superior returns

PMS Product Performance

Company Name /
Product Name
Date of inception AUM 1y return 2y return 3y return 5y return 10y return Since inception return
Marcellus Investment Managers Consistent Compounders 01 Dec 20186564-5.1%4.4%14.6%14.9%
Marcellus Investment Managers Rising Giants 27 Dec 2021482-14.1%-19.4%
Marcellus Investment Managers Kings of Capital 28 Jul 2020534-3.0%-0.7%7.6%
Marcellus Investment Managers Little Champs 29 Aug 2019785-16.4%-1.5%19.6%18.2%

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists