PMS

Marcellus Rising Giants PMS

Mid Cap · Portfolio Management Services

Marcellus Rising Giants PMS is a PMS (Portfolio Management Services) strategy, in the mid cap category. It is managed by Mr. Ashvin Shetty. It has returned -2.18% over 1 year, +5.85% over 3 years, as reported by the fund manager. It manages about ₹82.3 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
+1.70%Benchmark -0.09%
3 months
+6.37%Benchmark +3.86%
6 months
+7.28%Benchmark +1.43%
1 year
-2.18%Benchmark +4.72%
2 years
-0.21%Benchmark -0.11%
3 years
+5.85%Benchmark +12.09%
Since inception
-0.10%Benchmark +11.50%

Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.

Strategy facts

Fund manager: Mr. Ashvin Shetty
Category: Mid Cap
Benchmark: S&P BSE 500 TRI
AUM: ₹82.3 Cr
Inception: 27-12-2021
Minimum investment: ₹50 lakh
Allocations: %

Common questions

What are the returns of Marcellus Rising Giants PMS?

Marcellus Rising Giants PMS has returned +1.70% (1 month), +6.37% (3 months), +7.28% (6 months), -2.18% (1 year), -0.21% (2 years), +5.85% (3 years), -0.10% (Since inception). Periods over one year are annualised.

What is the minimum investment for Marcellus Rising Giants PMS?

SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.

Who manages Marcellus Rising Giants PMS?

The fund manager is Mr. Ashvin Shetty.