Affluense AI AFFLUENSE

Consistent Compounders

Marcellus Investment Managers Pvt Ltd
PMS Large Cap
Benchmark
Nifty 50 TRI
Inception Date
1 December 2018
Min. Investment
₹50,00,000
AUM (Cr.)
₹2143.41
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

Strategy to invest in a concentrated portfolio of heavily moated companies that can drive healthy earnings growth over long periods.

Investment Objective

Strategy to invest in a concentrated portfolio of heavily moated companies that can drive healthy earnings growth over long periods.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.52% -0.28% -1.24%
3 MONTHS 1.58% 6.33% -4.75%
6 MONTHS -5.56% 2.92% -8.48%
1 YEAR 2.47% 11.88% -9.41%
2 YEAR 3.00% 10.97% -7.97%
3 YEAR 7.14% 14.32% -7.18%
5 YEAR 6.22% 14.68% -8.46%
SINCE INCEPTION 12.80% 14.51% -1.71%

Calendar Year Performance

Year Return
CY 2025 2.47%
CY 2024 3.54%
CY 2023 15.91%
CY 2022 -8.54%
CY 2021 20.57%
CY 2020 33.79%
CY 2019 27.40%
CY 2018 1.84%

Financial Year Performance

Year Return
FY 26_YTD 6.63%
FY 25 3.49%
FY 24 23.73%
FY 23 -11.12%
FY 22 14.75%
FY 21 50.13%
FY 20 7.64%
FY 19 5.03%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Rakshit Ranjan

Fund Manager

Rakshit spent 6 years (2005-2011) covering UK equities with Lloyds Bank (Director, Institutional Equity Research) and Execution Noble (Sector Lead analyst). During these six years, he was ranked amongst the top-3 UK Insurance analysts (Thomson Reuters Extel survey) in the mid-cap space. Since 2011, Rakshit led Ambit Capital’s consumer research franchise which got voted as No.1 for Discretionary Consumer and within top-3 for Consumer Staples in 2015 and 2016. He launched Ambit’s Coffee Can PMS in Mar’17 and managed it till Dec’18. Under his management, Ambit’s Coffee Can PMS was one of India’s top performing equity products during 2018.Qualifications :Rakshit has a B.Tech from IIT (Delhi) and is a CFA charter holder.

Portfolio Details

Portfolio Composition

Large Cap
52.70%
Mid Cap
31.70%
Small Cap
12.60%
Cash & Equivalent
3.00%

Top 5 Holdings

  • Divi's Laboratories Ltd. 8.00%
  • Trent Ltd. 8.00%
  • Narayana Hrudayalaya Ltd. 7.50%
  • Tube Investments 7.50%
  • Eicher Motors 7.20%

Top 5 Sectors

  • Financial Services 24.50%
  • Pharma & Healthcare 22.60%
  • Auto & Auto Components 18.40%
  • Building Materials 15.30%
  • Consumer Discretionary 11.20%

Portfolio Characteristics

total number of stocks
14
top 5 stocks percent
38.20%
top 5 sectors percent
92.00%
average market cap
171810
portfolio age
7 Yrs, 0 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2%

Variable Fee

AMC:

Hurdle:

Profit Sharing:

Exit Load

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Affluense AI – Smarter Insights. Stronger Relationships with Affluents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)

© 2026 Affluense AI