Duration
Strategy
Benchmark: S&P BSE 500 Total Return Index
1 Month
-0.76%
0.45%
3 Months
-6.98%
-3.13%
6 Months
-8.36%
3.24%
1 Years
5.57%
17.3%
2 Years
-0.6%
8.09%
3 Years
-0.39%
17.66%
5 Years
2.12%
14.78%
Since Inception (29 Aug 2019)
10.72%
16.89%
Scheme Details
Little Champs PMS aims to own a concentrated portfolio of about 15 high quality small cap stocks to benefit from their healthy earnings growth as well as potential re-rating from discovery
NAV
19.3904
as on 28 Feb 2026
AUM (in Cr.)
138.9
as on 28 Feb 2026
Category
Equity: Mid Cap
Inception Date
29 Aug 2019
Benchmark Name
S&P BSE 500 Total Return Index
Min. Investment
₹5,000,000
Fund Manager Name
Exit Load
1 Year: 3.00%, 2 Year: 2.00%, 3 Year: 1.00%
Top 5 Allocation
- Scrips Percentage
- CMS Info Systems Ltd --
- L T Foods Ltd --
- Garware Technical Fibres Ltd --
- Ultramarine & Pigments Ltd --
- Control Print Ltd --
Composition
Information not available
- Fund Composition Percentage
- Alternate 7%
- Cash 13%
- Debt 0%
- Derivative 0%
- Equity 80%
- Hybrid 0%
- Others 0%
Fund Manager
Ashvin has more than 10 years of experience in equity research. He led the coverage on automobile sector at Ambit Capital from 2010 to 2017. He was ranked in Starmine Analyst Awards 2013 and 2016 for his stock picking abilities during this stint. He thereafter worked as a senior analyst for Ambit’s Mid and Small cap PMS funds till November 2018. Prior to joining Ambit, he worked with Execution Noble as an analyst covering consumer and media space. He has also worked with KPMG’s and Deloitte’s statutory audit departments from 2004 to 2007 gaining extensive experience across Indian accounting standards and financial statement analysis. Qualifications: Ashvin is a BCom graduate from Narsee Monjee College (Mumbai). He is a qualified Chartered Accountant (ICAI India) and Chartered Financial Analyst (CFA Institute, USA).
Fund Manager AMC Name
Marcellus Investment Managers.
Fund Manager AUM
305 Cr
Total funds being managed by the fund manager
3
Fund Manager started managing (From)
29 Aug 2019
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 - Little Champs
Return for 1Year
Strategy
5.57%
Benchmark
17.3%
Return for 1Year
Strategy
5.57%
Benchmark
17.3%
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