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		 Product Name Fund Manager Date of inception AUM 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Marcellus Investment Managers Kings of CapitalKings of CapitalTej Shah28 Jul 2020616.6-3.1%-6.6%-11.4%1.9%----14.4%
Marcellus Investment Managers Rising GiantsRising GiantsAshvin Shetty27 Dec 2021308-1.4%-9.0%-------12.9%
Marcellus Investment Managers Consistent CompoundersConsistent CompoundersRakshit Ranjan01 Dec 20186854-0.2%-2.5%-6.2%14.7%25.9%22.7%--21.5%
Marcellus Investment Managers Little ChampsLittle ChampsAshvin Shetty29 Aug 20198773.4%-2.7%-2.5%16.1%43.1%---34.5%



Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Products

Marcellus Rising Giants PMS
Marcellus Little Champs PMS Portfolio ( LCP )
Marcellus Kings of Capital Portfolio ( KCP )
Marcellus Consistent Compounders Portfolio ( CCP PMS )