- Manager
- Marcellus Investment Managers
- Service
- Discretionary
- Asset class
- Equity
KCP
−2.17%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
Marcellus Investment Managers’ KCP returned −2.17% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹113 crore across its clients.
Key numbers
- AUM
- ₹113 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 1.37×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −6.36% | −6.03% | −0.33% |
| 3 months | −4.20% | −4.91% | +0.71% |
| 6 months | +12.87% | +2.13% | +10.74% |
| 1 year | −2.17% | −7.09% | +4.92% |
| 2 years | −1.60% | −5.29% | +3.69% |
| 3 years | +7.01% | +6.06% | +0.95% |
| 4 years | +7.55% | +8.48% | −0.93% |
| 5 years | +2.80% | +6.38% | −3.58% |
| Since inception | +8.61% | +13.50% | −4.89% |
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 equity98.09%₹111 Cr
- Cash and other1.91%₹2.16 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹2.39 Cr
- Net, Sep 2026
- −₹2.39 Cr
- Net, FY to date
- −₹43.85 Cr
- Turnover, month
- 0.08×
- Turnover, past year
- 1.37×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has KCP returned?
−2.17% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.36%; 3 months: −4.20%; 6 months: 12.87%; 1 year: −2.17%; 2 years: −1.60%; 3 years: 7.01%; 4 years: 7.55%; 5 years: 2.80%; Since inception: 8.61%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 4.92 percentage points ahead.
How much does KCP manage?
₹113 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 KCP?
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.
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