Strategy Return v/s Benchmark -
(As on 30 Nov 2025)
Strategy Return v/s Benchmark -
(As on 30 Nov 2025)
Duration
Strategy
Benchmark: NIFTY 50 Total Return Index
1 Month
0.03%
1.92%
3 Months
2.11%
7.45%
6 Months
0.57%
6.68%
1 Years
2.28%
9.94%
2 Years
5.65%
15.45%
3 Years
6.34%
13.08%
5 Years
8.47%
16.49%
Since Inception (01 Dec 2018)
13.21%
14.74%
Scheme Details
The strategy aims to invest in a concentrated portfolio (10-15 stocks) of companies which have the ability to deliver longevity of consistent and healthy fundamentals. Churn in the portfolio is expected to be low (5-10%) in a year.
NAV
23.8332
as on 30 Nov 2025
AUM (in Cr.)
2317.96
as on 30 Nov 2025
Category
Equity: Large Cap
Inception Date
01 Dec 2018
Benchmark Name
NIFTY 50 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
- Scrips Percentage
- Narayana Hrudayalaya Ltd 8.2%
- Divis Laboratories Ltd 8%
- Trent Ltd 8%
- Tube Investments of India Ltd 7.5%
- Eicher Motors Ltd 7%
Composition
Information not available
- Fund Composition Percentage
- Code 500%
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- Name Internal Server Error%
Fund Manager
Rakshit spent 6 years (2005-2011) covering UK equities with Lloyds Bank (Director, Institutional Equity Research) and Execution Noble (Sector Lead analyst). During these six years, he was ranked amongst the top-3 UK Insurance analysts (Thomson Reuters Extel survey) in the mid-cap space. Since 2011, Rakshit led Ambit Capital’s consumer research franchise which got voted as No.1 for Discretionary Consumer and within top-3 for Consumer Staples in 2015 and 2016. He launched Ambit’s Coffee Can PMS in Mar’17 and managed it till Dec’18. Under his management, Ambit’s Coffee Can PMS was one of India’s top performing equity products during 2018. Qualifications :Rakshit has a B.Tech from IIT (Delhi) and is a CFA charter holder.
Fund Manager AMC Name
Marcellus Investment Managers
Fund Manager AUM
2317.96 Cr
Total funds being managed by the fund manager
1
Fund Manager started managing (From)
01 Dec 2018
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 - Consistent Compounders
Return for 1Year
Strategy
2.28%
Benchmark
9.94%
Return for 1Year
Strategy
2.28%
Benchmark
9.94%
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