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MARCELLUS’ CURATION

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Category PMS
Company Marcellus Investment Managers Pvt Ltd
Fund Managers Saurabh Mukherjea
Benchmark BSE 500 TRI
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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.

Section: Performance Analysis
Fund Growth vs Benchmark Trend

Track how the fund has performed against its benchmark over time through a comparative line graph analysis.

Marcellus' Curation

Benchmark: BSE 500 TRI

Section: Performance Comparison
Fund vs Benchmark Bar Graph

Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.

Section: Performance Comparison
Fund vs Benchmark Comparison Table

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
Section: Fund Leadership
Meet the Fund Managers

Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.

Saurabh Mukherjea

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.

Section: Help & Support
Frequently Asked Questions

Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.

1. What is the mandatory minimum capital allocation needed for the Marcellus' Curation strategy? +

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.

2. Which index does the Marcellus' Curation portfolio use to evaluate relative investment performance? +

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).

3. What market capitalization style does the Marcellus' Curation approach implement? +

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.

4. How does the accounting filtration process protect assets inside the Marcellus' Curation scheme? +

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.

5. How long has the Marcellus' Curation strategy been active in the Indian public market? +

Registering a formal market inception date on August 25, 2020, the Marcellus' Curation strategy holds an established track record spanning approximately 5.9 years.

Section: Contact Us
Get In Touch

Connect with our investment experts for personalized guidance, fund details, and support tailored to your financial needs.

Webinar on Marcellus Little Champs – Time to Invest | Mr. Ashvin Shetty | Mr. Vikas Agrawal
Spotify - Podcast
Webinar on Marcellus Little Champs – Time to Invest | Mr. Ashvin Shetty | Mr. Vikas Agrawal
YouTube · Webinar
Marcellus – Global Compounders Portfolio Launch Call @InvestwithMarcellus

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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.

Section: Insights & Articles
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