About Company
Marcellus Investment Managers Pvt Ltd
Marcellus Investment Managers was founded in 2018 with their main objective of impacting the Indian economy’s effective capital allocation. We plan to accomplish this by directing household savings into high-quality Indian enterprises with a long history of sound governance and capital allocation. Our portfolio management strategy not only strives to provide healthy returns to our investors but also to do so by assuming relatively moderate risks. Marcellus’ core investment management team has been together for 15 years, and their experiences and lessons learned throughout that time have shaped the company’s investment philosophy. SEBI has granted Marcellus permission to provide Portfolio Management Services (PMS, SEBI registration number INP000006183) and Investment Advisory (IA) services. The Marcellus Consistent Compounders are our flagship investment product. Services for Portfolio Management (CCP). CCP’s investing approach aims to put money into a small number of substantially moated companies that can generate robust earnings compounding over long periods of time with little volatility. The PMS offers enticing performance-based fee choices that align our interests with the investors. It also boasts one of the most cost-effective cost structures in the PMS market, with no entrance, lock-in, or exit loads.
Fund Snapshot
| Parameter | Details |
| PMS Provider Name | Marcellus Investment Managers Private Limited |
| Strategy Name | Equity |
| Product Name | Equity, Others |
| Benchmark | BSE 500 TRI |
| Date Of Inception | 25/08/2020 |
| Age | 5.9 Years |
| AUM (CR) | ₹70.68 |
| Min. Inv. Amount | ₹5,00,00,000 |
| Fixed Fees Structure | NA |
| Variable Fees Structure | NA |
| Exit Load | NA |
Fund Purpose
To preserve the purchasing power of the client’s capital whilst providing sustainable returns over long periods of time.
Fund Philosophy
Capital Preservation Primary
The strategy treats inflation protection as its foundational milestone, carefully screening the public market for structural assets that defend absolute capital. This strict orientation guarantees the long-term purchasing power of the pool remains immune to economic erosion.
Proprietary Forensic Cleanliness
Individual stock candidates face strict evaluation through an intensive, automated forensic accounting database to spot corporate irregularities or governance issues. Only corporate entities with immaculate financial books clear this initial hurdle, neutralizing accounting risk.
Capital Allocation Resilience
The portfolio managers systematically review the historical capital deployment actions of corporate boards across multiple standard industrial downturns. The approach exclusively targets leadership groups that generate consistently superior returns on capital employed.
Deep Competitive Moats
The fundamental framework targets dominant business franchises protected by insurmountable, long-term operational and entry barriers within their sectors. These competitive advantages safeguard pricing authority and permit stable business operations across varied market conditions.
Strategic Flexi-Cap Allocation
The portfolio combines early-stage mid and small-cap compounders with highly defensive large-cap industry leaders to maintain balanced market representation. Smaller investments provide structural acceleration, while large allocations secure essential stability during extended market corrections.
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Marcellus' Curation
Benchmark: BSE 500 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Marcellus Investment Managers Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹73.73 | -11.53 | -16.65 | -14.94 | -14.61 | -5.61 | 1.65 | -2.81 | 1.36 | 5.40 |
| Benchmark | NA | -11.37 | -13.94 | -9.62 | -3.12 | 1.32 | 12.89 | 9.27 | 11.76 | 15.84 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Saurabh Mukherjea
Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers. Saurabh was educated at the London School of Economics where he earned a BSc in Economics (with First Class Honours) and an MSc in Economics (with distinction in Macro & Microeconomics). Saurabh co-founded Clear Capital in London and was named one of the top small cap analysts in the UK by the Extel Survey in 2007. Saurabh was voted India’s top equity strategist in Asiamoney surveys in 2015, 2016, and 2017. Saurabh was the CEO of Ambit Capital before founding Marcellus.
Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
To open an active investment account under this specialized approach, clients are required to deploy a minimum investment amount of ₹5,00,00,000 (INR 5 Crores), following standard entry gates for institutional PMS segments.
The absolute wealth generation, underlying sector exposures, and active alpha metrics of the Marcellus' Curation plan are tracked directly against the BSE 500 TRI (Total Returns Index).
Marcellus' Curation operates as a flexible Flexi-Cap approach, placing calculated capital into agile small-caps early in their lifecycles while maintaining defensive large-cap weights to anchor the portfolio.
The research team subjects the eligible universe to a strict, proprietary Forensic Accounting Framework to uncover hidden corporate warning signs, keeping investor capital away from poor corporate governance.
Registering a formal market inception date on August 25, 2020, the Marcellus' Curation strategy holds an established track record spanning approximately 5.9 years.
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.
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