Marcellus - Consistent Compounders
EQUITY LARGE CAP
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.
+5.79%
3Y annualised returns
+11.20%
Benchmark returns (NIFTY 50 Total Return Index)
Launch date
01 Dec '18
Total AUM
₹2,410.44Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity97.0%
Cash3.0%
Equity market cap split
Large Cap50.5%
Mid Cap33.9%
Small Cap12.6%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
0.00%
PMS management
RRRakshit RanjanFund ManagerView details
RR
Rakshit Ranjan
Fund Manager
View details
About
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.
Experience
Has professional experience in equity research and fund management since 2005.
Investment philosophy
Specializes in consumer sector research and UK equities.
Previously worked at
- Ambit Capital
- Lloyds Bank
- Execution Noble
Awards
- Ranked as a top-3 UK Insurance analyst by Thomson Reuters Extel. Led a #1 voted consumer research franchise. The PMS he managed was a top-performing Indian equity product in 2018.
PMS house
Marcellus Investment Managers
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