- Manager
- Marcellus Investment Managers
- Service
- Discretionary
- Asset class
- Debt
STP
+4.06%
1-year return
Benchmark CRISILCBFI +3.81% · to 30 Sep 2026
Marcellus Investment Managers’ STP returned 4.06% over the year to 30 Sep 2026, against 3.81% for its benchmark, the CRISILCBFI. It managed ₹1.74 crore across its clients.
Key numbers
- AUM
- ₹1.74 Cr
- Benchmark
- CRISILCBFI
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | CRISILCBFI | Difference |
|---|---|---|---|
| 1 month | +0.32% | −0.42% | +0.74% |
| 3 months | +1.07% | −0.40% | +1.47% |
| 6 months | +2.03% | +3.10% | −1.07% |
| 1 year | +4.06% | +3.81% | +0.25% |
| 2 years | +4.36% | +5.33% | −0.97% |
| 3 years | +3.78% | +6.62% | −2.84% |
| 4 years | +3.22% | +6.90% | −3.68% |
| 5 years | +2.82% | +5.70% | −2.88% |
| Since inception | +2.50% | +5.45% | −2.95% |
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
- Cash and other58.05%₹1.01 Cr
- Mutual funds41.95%₹0.73 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1 Cr
- Outflow, Sep 2026
- ₹0.88 Cr
- Net, Sep 2026
- ₹0.12 Cr
- Net, FY to date
- −₹0.78 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has STP returned?
4.06% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.32%; 3 months: 1.07%; 6 months: 2.03%; 1 year: 4.06%; 2 years: 4.36%; 3 years: 3.78%; 4 years: 3.22%; 5 years: 2.82%; Since inception: 2.50%.
How has it done against its benchmark?
Its benchmark, the CRISILCBFI, returned 3.81% over the year, so the strategy was 0.25 percentage points ahead.
How much does STP manage?
₹1.74 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 STP?
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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