- Manager
- Marcellus Investment Managers
- Service
- Discretionary
- Asset class
- Equity
CCP
−0.99%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
Marcellus Investment Managers’ CCP returned −0.99% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹1,482 crore across its clients.
Key numbers
- AUM
- ₹1,482 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 0.70×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −6.59% | −6.03% | −0.56% |
| 3 months | −1.76% | −4.91% | +3.15% |
| 6 months | +15.44% | +2.13% | +13.31% |
| 1 year | −0.99% | −7.09% | +6.10% |
| 2 years | −5.97% | −5.29% | −0.68% |
| 3 years | +3.59% | +6.06% | −2.47% |
| 4 years | +3.79% | +8.48% | −4.69% |
| 5 years | +1.82% | +6.38% | −4.56% |
| Since inception | +11.14% | +11.11% | +0.03% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity99.95%₹1,482 Cr
- Cash and other0.05%₹0.68 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹9.74 Cr
- Outflow, Sep 2026
- ₹47.89 Cr
- Net, Sep 2026
- −₹38.15 Cr
- Net, FY to date
- −₹372 Cr
- Turnover, month
- 0.05×
- Turnover, past year
- 0.70×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has CCP returned?
−0.99% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.59%; 3 months: −1.76%; 6 months: 15.44%; 1 year: −0.99%; 2 years: −5.97%; 3 years: 3.59%; 4 years: 3.79%; 5 years: 1.82%; Since inception: 11.14%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 6.10 percentage points ahead.
How much does CCP manage?
₹1,482 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages CCP?
Marcellus Investment Managers, a SEBI-registered portfolio manager (INP000006183), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app