Marcellus Investment Managers Private Limited — PMS strategies

Marcellus Investment Managers Private Limited is a SEBI-registered portfolio manager running 15 strategies in our tracker, holding ₹2,371 Cr in aggregate AUM. Every one of them is listed below with its 3-year annualised return, as on 30 Jun 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.

All 15 strategies from Marcellus Investment Managers Private Limited

• Consistent CompoundersLargecap₹1,666 CrAUM4.7%3Y
• Marcellus Curation-I₹154 CrAUM—3Y
• Kings of Capital₹135 CrAUM8.6%3Y
• Little ChampsMidcap₹129 CrAUM1.1%3Y
• Marcellus Rising Giants₹92 CrAUM5.6%3Y
• Marcellus' Curation₹72 CrAUM1.6%3Y
• Non-Discretionary₹47 CrAUM5.3%3Y
• MeritorQ₹42 CrAUM14.2%3Y
• Multi Asset AggresiveHybrid₹17 CrAUM—3Y
• Multi AssetHybrid₹10 CrAUM—3Y
• Liquid STPHybrid₹2 CrAUM3.6%3Y
• MultiAssetConservativeHybrid₹2 CrAUM—3Y
• Multi Asset IncomeHybrid₹1 CrAUM—3Y
• MeritorQ Small cap₹1 CrAUM—3Y
• Core Domestic Equity₹0 CrAUM—3Y

Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Jun 2026. Alpha is return minus S&P BSE 500 TRI for the same window (shown where a like-for-like benchmark exists). Figures are sourced from disclosures and are not verified by SEBI. Past performance is not indicative of future returns. Minimum investment ₹50 lakh (SEBI mandate). This is not investment advice.