Marcellus Investment Managers
At Marcellus, the goal is to promote efficient capital allocation within the Indian economy. This is achieved by directing household savings towards high-quality companies with proven records of efficient capital allocation, thereby delivering superior returns to investors.
Marcellus employs quantitative frameworks that combine forensic accounting and capital allocation assessments to define its investible universe. The experienced investment team conducts in-depth primary research to build a portfolio of companies with strong competitive advantages. These companies are held for extended periods with minimal turnover, allowing for the benefits of long-term compounding and superior returns to be realized.
PMS AUM
₹ 6926.58 Crores
No. of PMS Strategies:
9
Available AIFs:
On Subscription
Data as of :
30th June 2024
PMS Strategies and Performance Data
| PMS Provider Name | IA Name | AUM (in INR Cr.) | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years |
|---|---|---|---|---|---|---|---|---|
| Marcellus Investment Managers Private Limited | Consistent Compounders | ₹4649.37 | 8.48% | 10.04% | 6.55% | 16.17% | 7.89% | 17.48% |
| Marcellus Investment Managers Private Limited | Marcellus' Curation E | ₹456.28 | 5.89% | 9.49% | -1.04% | 6.10% | 7.47% | NA |
| Marcellus Investment Managers Private Limited | Little Champs | ₹442.00 | 10.43% | 16.39% | 2.86% | 7.17% | 0.89% | NA |
| Marcellus Investment Managers Private Limited | Marcellus' Curation | ₹368.73 | 7.81% | 9.51% | 4.38% | 11.59% | 4.88% | NA |
| Marcellus Investment Managers Private Limited | Marcellus Curation-I | ₹343.64 | 9.08% | 11.54% | NA | NA | NA | NA |
| Marcellus Investment Managers Private Limited | Kings of Capital | ₹330.53 | 9.77% | 12.78% | 9.79% | 16.13% | 5.73% | NA |
| Marcellus Investment Managers Private Limited | Marcellus Rising Giants | ₹288.69 | 9.33% | 17.79% | 6.99% | 15.39% | NA | NA |
| Marcellus Investment Managers Private Limited | MeritorQ | ₹27.34 | 8.85% | 11.74% | 14.07% | 39.35% | NA | NA |
*Upto 1 Year Returns are absolute, over 1 year are CAGR.
Key Personnel
Mr. Saurabh Mukherjea, CFA, FRSA
Founder & CIO, Marcellus
Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers. He holds a BSc in Economics (First Class Honours) and an MSc in Economics (with distinction in Macro & Microeconomics) from the London School of Economics. In London, Saurabh co-founded Clear Capital. Before establishing Marcellus, he served as the CEO of Ambit Capital. Saurabh is also a Founding Director of the Association of Portfolio Managers in India and is involved in several SEBI working groups focused on reviewing and reforming portfolio management regulations in India.
Marcellus has a large team in Investment research, Relationship Management, Finance and more. To learn more, feel free to contact us.