Marcellus Consistent Compounders PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.
The Marcellus Consistent Compounders PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.
It falls under the LARGE CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of Rs.1695.15 Cr.
Over the last 1 year, it delivered a strong return of -4.05%, outperforming many peers. Its performance is benchmarked against the Nifty 50 TRI, ensuring broad market comparison.
Marcellus Consistent Compounders PMS Strategy or Investment Approach - PMS Details
Strategy Name
Start Date
Category
Benchmark
AUM (Rs.)
Min. Investment
Fund Manager
1 Yr. Return
3 Yr. Return
5 Yr. Return
Marcellus Consistent Compounders Portfolio Management Strategy - Portfolio Characteristics
No. of Stocks
Top 5 Stocks%
Top 5 Sectors%
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SIP
STP
Average Market Cap
Marcellus Consistent Compounders PMS Strategy - Cost or Charges
Fixed Fees
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Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Marcellus Consistent Compounders PMS Investment Approach - Portfolio Composition
Large Cap
Mid Cap
Small Cap
Cash & Equivalent
Check out Business Opportunities with Similar Brands
Marcellus Consistent Compounders Portfolio Strategy - Top 5 Sectors
Financial Services
Consumer Discretionary
Construction Materials
Pharma
Auto & Auto Components