- Manager
- Marcellus Investment Managers
- Service
- Discretionary
- Asset class
- Equity
MCP
−2.52%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Marcellus Investment Managers’ MCP returned −2.52% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹61.16 crore across its clients.
Key numbers
- AUM
- ₹61.16 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.99×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −5.20% | −5.57% | +0.37% |
| 3 months | −0.66% | −3.59% | +2.93% |
| 6 months | +14.60% | +8.07% | +6.53% |
| 1 year | −2.52% | −2.33% | −0.19% |
| 2 years | −6.76% | −3.93% | −2.83% |
| 3 years | +0.93% | +9.20% | −8.27% |
| 4 years | +0.27% | +11.22% | −10.95% |
| 5 years | −0.70% | +8.91% | −9.61% |
| Since inception | +7.31% | +15.92% | −8.61% |
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 equity99.26%₹60.71 Cr
- Mutual funds0.38%₹0.23 Cr
- Cash and other0.36%₹0.22 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.95 Cr
- Net, Sep 2026
- −₹0.95 Cr
- Net, FY to date
- −₹23.31 Cr
- Turnover, month
- 0.03×
- Turnover, past year
- 0.99×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has MCP returned?
−2.52% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.20%; 3 months: −0.66%; 6 months: 14.60%; 1 year: −2.52%; 2 years: −6.76%; 3 years: 0.93%; 4 years: 0.27%; 5 years: −0.70%; Since inception: 7.31%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 0.19 percentage points behind.
How much does MCP manage?
₹61.16 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 MCP?
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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