The Objective of Marcellus Consistent Compounders PMS is to invest in a concentrated portfolio of heavily moated businesses, that can drive healthy earnings growth over long periods of time.

Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-4.22% | 1.12 | 18.39% | 60.87% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Portfolio | -3.70% | -3.20% | 12.50% | -8.80% | 4.90% | 13.70% | - | 17.10% | |
Nifty 50 | -3.50% | 6.10% | 15.30% | 5.70% | 15.20% | 15.50% | 14.60% |
QRC Report Card *
Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
---|---|---|---|---|---|---|---|---|---|
Marcellus Investment Managers Consistent Compounders | Multi Cap | Rakshit Ranjan | 01 December 2018 | 4Y 1M | 6980 | Nifty 50 | 17.10% | 23 | 7 |
Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
---|---|---|---|---|---|---|---|---|---|---|
Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
Nifty 50 | 1.84% | -4.57% | 60.87% | -2.73% | 1.16 | 18.39% | -0.51 | 6.41% | 0.56 | 60.87 % |
Nifty 500 | -0.19% | -4.03% | -4.22% | 1.12 | 5.59% | 0.49 | 56.52 % | |||
Nifty Midcap 100 | -5.79% | -0.85% | -6.64% | 0.84 | 3.78% | 0.23 | 39.13 % | |||
Nifty Smallcap 100 | 2.89% | 6.06% | 8.95% | 0.67 | 9.03% | 0.43 | 50.00 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
Bajaj Finance Ltd. | 12.30 |
Titan Company Ltd. | 10.40 |
Dr. Lal Pathlabs Ltd. | 10.00 |
Page Industries Ltd. | 9.60 |
HDFC Bank Ltd. | 9.00 |
Top 5 Equity Holdings | 51.30 |
Sector Allocation
Holding | % |
---|---|
Cash | 0.80 |
Information Technology | 6.00 |
Consumer Staples | 6.90 |
Pharma & Health-Care | 12.70 |
Consumer Discretionary | 14.90 |
Home-Building Materials | 23.30 |
Financial Services | 35.40 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 89.50 |
Mid Cap | 10.00 |
Small Cap | 0.00 |
Cash | 0.50 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

From the Founders & Managers of Marcellus Investment Managers PMS
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Disclaimer
#Returns as of 31 Dec 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Sep 22.