High quality mid-sized companies have been amongst the largest wealth creators in Indian equities and Marcellus Rising Giants Portfolio is a portfolio focused in this space of quality mid caps companies in India in the USD 500m – 10 bn market cap range.
Marcellus Rising Giants PMS philosophy has its roots in the Marcellus’ Asset Managers Core Investment philosophy : –
Clean accounts and governance.
Strongly moated dominant companies in niche segments not yet well discovered by the market participants.
Strong track record of capital allocation with high reinvestment in the core business and continuous focus on adjacencies for growth.
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -5.70% | -9.00% | 4.60% | -22.50% | -21.00% | ||||
| BSE 500 | -3.20% | 4.30% | 16.10% | 4.80% | 7.00% |
| Holding | % |
|---|---|
| GMM Pfaudler Ltd. | 8.00 |
| Dr. Lal Pathlabs Ltd. | 8.00 |
| Page Industries Ltd. | 8.00 |
| Aavas Financiers Ltd. | 8.00 |
| Astral Ltd. | 7.00 |
| Top 5 Equity Holdings | 39.00 |
| Holding | % |
|---|---|
| Cash | 1.00 |
| IT Services | 6.00 |
| Building Materials | 6.50 |
| Auto & Auto Components | 7.00 |
| Health Care | 8.00 |
| Chemicals | 12.50 |
| Industrials | 14.00 |
| Consumer Discretionary | 20.00 |
| BFSI (including Info Edge) | 25.00 |
| Allocations | % |
|---|---|
| Large Cap | 26.00 |
| Mid Cap | 32.00 |
| Small Cap | 39.00 |
| Cash | 5.00 |
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#Returns as of 31 Dec 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
