- Manager
- Marcellus Investment Managers
- Service
- Discretionary
- Asset class
- Equity
MC-I
−0.22%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Marcellus Investment Managers’ MC-I returned −0.22% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹152 crore across its clients.
Key numbers
- AUM
- ₹152 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.72×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −5.53% | −5.57% | +0.04% |
| 3 months | −0.74% | −3.59% | +2.85% |
| 6 months | +17.80% | +8.07% | +9.73% |
| 1 year | −0.22% | −2.33% | +2.11% |
| 2 years | −5.29% | −3.93% | −1.36% |
| Since inception | +3.63% | +3.81% | −0.18% |
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 equity96.95%₹148 Cr
- Cash and other3.05%₹4.65 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.01 Cr
- Net, Sep 2026
- −₹0.01 Cr
- Net, FY to date
- −₹48.54 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 1.72×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has MC-I returned?
−0.22% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.53%; 3 months: −0.74%; 6 months: 17.80%; 1 year: −0.22%; 2 years: −5.29%; Since inception: 3.63%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 2.11 percentage points ahead.
How much does MC-I manage?
₹152 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 MC-I?
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