PMS AUM (in Rs. Cr)
5532.3

No. of PMS Products
5

No. of AIF Products
0

Data as of
30 June 2024

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		 Category Date of inception AUM 1y return 2y return 3y return 5y return 10y return Since inception return
Marcellus Investment Managers Global Compounders Large Cap28 Oct 20228.825.53%----30.04%
Marcellus Investment Managers MeritorQ Multi Cap15 Nov 202223.539.35%----23.69%
Marcellus Investment Managers Consistent Compounders Large Cap01 Dec 20184481.616.17%17.84%7.89%17.48%-16.60%
Marcellus Investment Managers Rising Giants Mid & Small Cap27 Dec 2021280.715.39%12.64%----1.79%
Marcellus Investment Managers Kings of Capital Multi Cap28 Jul 2020308.116.13%18.65%5.73%--12.27%
Marcellus Investment Managers Little Champs Small Cap29 Aug 2019429.67.17%3.03%0.89%--16.82%

Key People

Saurabh Mukherjea

Saurabh Mukherjea, CFA
Founder & CIO, Marcellus

Mr. Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers which was incorporated in Aug 2018 and the firm’s application to conduct Portfolio Management Services was approved by SEBI in Oct 2018. He is the former CEO of Ambit Capital and played a key role in Ambit’s rise as a broker and a wealth manager. When Saurabh left Ambit in June 2018, assets under advisory were $800mn.

Awards & Achievements

• In 2021, Marcellus’ Consistent Compounders Portfolio or Marcellus CCP was awarded Rank #2 as the Best Newcomer PMS across all categories, on a 2Y Absolute Returns Basis. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

• In 2021, Marcellus’ Little Champs Portfolio or Marcellus LCP was awarded Rank #2 as the Best Newcomer PMS across all categories, on a 1Y Absolute Returns Basis. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

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 Global Compounders 28 Oct 20228.825.53%----30.04%
Marcellus Investment Managers MeritorQ 15 Nov 202223.539.35%----23.69%
Marcellus Investment Managers Consistent Compounders 01 Dec 20184481.616.17%17.84%7.89%17.48%-16.60%
Marcellus Investment Managers Rising Giants 27 Dec 2021280.715.39%12.64%----1.79%
Marcellus Investment Managers Kings of Capital 28 Jul 2020308.116.13%18.65%5.73%--12.27%
Marcellus Investment Managers Little Champs 29 Aug 2019429.67.17%3.03%0.89%--16.82%

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

Products

Marcellus Rising Giants PMS
Marcellus Little Champs PMS Portfolio (LCP)
Marcellus Kings of Capital Portfolio (KCP)
Marcellus Consistent Compounders Portfolio (Marcellus CCP PMS)
Marcellus Global Compounders Portfolio – GIFT CITY Domiciled PMS

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