Strategy Return v/s Benchmark -
(As on 30 Apr 2025)
Strategy Return v/s Benchmark -
(As on 30 Apr 2025)
Duration
Strategy
Benchmark: S&P BSE 500 Total Return Index
1 Month
2.15%
-0.7%
3 Months
-2.53%
-7.59%
6 Months
2.25%
-1.94%
1 Years
13.07%
11.64%
2 Years
20.87%
16.74%
3 Years
--
--
5 Years
--
--
Since Inception (28 Oct 2022)
22.41%
16.53%
Scheme Details
Information not available
NAV
171.5058712
as on 30 Apr 2025
AUM (in Cr.)
13.49
as on 30 Apr 2025
Category
Equity: Large Cap
Inception Date
28 Oct 2022
Benchmark Name
S&P BSE 500 Total Return Index
Min. Investment
₹5,000,000
Fund Manager Name
Exit Load
1 Year: 0.00%, 2 Year: 0.00%, 3 Year: 0.00%
Top 5 Allocation
Information not available
Information not available
Composition
Information not available
- Fund Composition Percentage
- Code 500%
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- Name Internal Server Error%
Fund Manager
Fund Manager AMC Name
Marcellus Investment Managers
Fund Manager AUM
13.49 Cr
Total funds being managed by the fund manager
1
Fund Manager started managing (From)
28 Oct 2022
Fund Manager started managing (To)
Till Date.
About AMC
Marcellus purpose is to influence efficient capital allocation in the Indian economy, doing 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 which use a combination of forensic accounting and capital allocation assessment define investible universe. Experienced investment team through in-depth primary research constructs a portfolio of companies with deep competitive moats, then hold these companies for long term with low churn or no churn which allows to create long term compounding returns.
AMC Address
No. 102 First Floor, Boston HouseSuren Road, Near WEH Metro Station Andheri East, Mumbai, Maharashtra 400093, India
AMC SEBI registration number
INP000006183
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Marcellus-Global Compounders
Return for 1Year
Strategy
13.07%
Benchmark
11.64%
Return for 1Year
Strategy
13.07%
Benchmark
11.64%
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