Scheme Detail
Strategy Return v/s Benchmark -
(As on 28 Feb 2026)
Strategy Return v/s Benchmark -
(As on 28 Feb 2026)

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

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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