- Manager
- Marcellus Investment Managers
- Service
- Discretionary
- Asset class
- Equity
RGP
−2.07%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Marcellus Investment Managers’ RGP returned −2.07% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹78.71 crore across its clients.
Key numbers
- AUM
- ₹78.71 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.98×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −2.06% | −5.57% | +3.51% |
| 3 months | — | −3.59% | — |
| 6 months | +15.91% | +8.07% | +7.84% |
| 1 year | −2.07% | −2.33% | +0.26% |
| 2 years | −2.62% | −3.93% | +1.31% |
| 3 years | +4.75% | +9.20% | −4.45% |
| 4 years | +3.02% | +11.22% | −8.20% |
| Since inception | −0.53% | +9.96% | −10.49% |
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 equity91.49%₹72.01 Cr
- Mutual funds5.01%₹3.94 Cr
- Cash and other3.51%₹2.76 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹3.16 Cr
- Net, Sep 2026
- −₹3.16 Cr
- Net, FY to date
- −₹30.25 Cr
- Turnover, month
- 0.11×
- Turnover, past year
- 0.98×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has RGP returned?
−2.07% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.06%; 6 months: 15.91%; 1 year: −2.07%; 2 years: −2.62%; 3 years: 4.75%; 4 years: 3.02%; Since inception: −0.53%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 0.26 percentage points ahead.
How much does RGP manage?
₹78.71 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 RGP?
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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