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Marcellus AIF is a premium investment vehicle designed for sophisticated investors seeking to diversify beyond traditional equity and debt markets.

Managed by Marcellus AMC, a trusted name in the Indian financial services sector, this fund caters to High Net-Worth Individuals (HNIs) and institutional investors.

The Marcellus Alternative Investment Fund aims to deliver superior risk-adjusted returns by investing in non-traditional assets such as private equity, pre-IPO companies, high-yield debt, and structured products.

This investment strategy leverages deep research capabilities, sector expertise, and long-term value-driven approach.

In summary, Marcellus Alternative Investment products are ideal for investors looking to enhance portfolio diversification, access exclusive deals, and potentially generate higher returns with professional risk management.

Marcellus AIF - Business Summary

Total AUM

Rs.4733.22 Cr.

Avg. 1 Year Return

1.87%

Active Clients

3689

No. of Strategies

1

Minimum Investment

Rs.1 Crore

Experience

7 Years

Compounded Annual Returns of Marcellus Alternative Investment Fund

1 Year

1.87%

Nifty 50 - 1 Year

9.02%

3 Year

1.77%

Nifty 50 - 3 Year

27.34%

5 Year

NA

Nifty 50 - 5 Year

22.60%

Marcellus AIF Charges or Fees

Fixed Fees

2.5% of Fund Value

Variable AMC

1.75% of Fund Value

Variable Profit Sharing

10% (if above 6% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Marcellus AIF Strategies or Investment Approach

Strategy AUM 1 Year Return
Marcellus Rising Giants AIF Strategy
Not Disclosed
1.87%

Top Fund Managers of Marcellus Alternative Investment

#1

Mr. Ashvin Shetty

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Investment Solutions offered by Marcellus Investment Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Free

Support provided by Marcellus Alternative Investment

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 3 Working days

Marcellus AIF Dashboard or Backoffice Platform

Web Platform


Marcellus Alterntive Investment Fund - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.1 Crore

Documents required to Invest in Marcellus AIF

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Marcellus Alternative Investment Manger - SEBI Details

SEBI Reg. No.

INP000006183

Contact Person

Sudhanshu Nahta

Email ID

sudhanshu@marcellus.in

Telephone No.

9833029837

Address

Flat No. 602, Tower 1 Odyssey , Hiranandani Gardens, Powai,, MUMBAI, MAHARASHTRA, 400076

Starting Date

Oct 22, 2018

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