- Manager
- Marcellus Investment Managers
- Service
- Discretionary
- Asset class
- Equity
LCP
−1.28%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Marcellus Investment Managers’ LCP returned −1.28% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹113 crore across its clients.
Key numbers
- AUM
- ₹113 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.89×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −1.88% | −5.57% | +3.69% |
| 3 months | +0.12% | −3.59% | +3.71% |
| 6 months | +16.23% | +8.07% | +8.16% |
| 1 year | −1.28% | −2.33% | +1.05% |
| 2 years | −2.92% | −3.93% | +1.01% |
| 3 years | +0.91% | +9.20% | −8.29% |
| 4 years | −2.91% | +11.22% | −14.13% |
| 5 years | −1.51% | +8.91% | −10.42% |
| Since inception | +10.63% | +14.69% | −4.06% |
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 equity91.14%₹103 Cr
- Mutual funds4.81%₹5.41 Cr
- Cash and other4.06%₹4.57 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.50 Cr
- Outflow, Sep 2026
- ₹1.61 Cr
- Net, Sep 2026
- −₹1.11 Cr
- Net, FY to date
- −₹30.02 Cr
- Turnover, month
- 0.11×
- Turnover, past year
- 0.89×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has LCP returned?
−1.28% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.88%; 3 months: 0.12%; 6 months: 16.23%; 1 year: −1.28%; 2 years: −2.92%; 3 years: 0.91%; 4 years: −2.91%; 5 years: −1.51%; Since inception: 10.63%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 1.05 percentage points ahead.
How much does LCP 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 LCP?
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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