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Marcellus Consistent Compounders AIF

Return (3Y)

18.3% p.a.

Fund Type

Long Only (Category III AIF)

Benchmark

BSE 500 TRI

Inception Date

August 2019

Min. Investment

₹1 Crore

AUM

₹6,200 Cr

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About the Fund

Marcellus Consistent Compounders AIF is India's most concentrated long-only equity AIF, holding just 10–15 stocks with a minimum 5-year investment horizon and annual turnover below 15%. Registered as a Category III AIF, the fund is permitted to deploy leverage up to 2× NAV — though the strategy intentionally runs unleveraged, preserving purity of return attribution to the portfolio's underlying business quality.

The fund's investment process is anchored in forensic accounting analysis — a proprietary 12-factor model screens for accounting manipulation before any company is considered for investment. This forensic-first approach filters out India's most famous corporate frauds (DHFL, IL&FS, Satyam-era businesses) that deceived conventional fundamental analysis. Only businesses with clean accounts, deep competitive moats, and 15%+ earnings compounding pass the screening.

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Fund Manager Details

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Saurabh Mukherjea

Founder & Chief Investment Officer, Marcellus Investment Managers

23+ years in Indian equity research and fund management; former CEO of Ambit Capital; author of "The Unusual Billionaires" and "Coffee Can Investing"

Saurabh Mukherjea founded Marcellus in 2018 after serving as CEO of Ambit Capital. He has built the most distinctive brand in Indian quality equity investing, with a loyal following among the country's most sophisticated investors. He personally oversees all investment committee decisions and has maintained the QGLP discipline consistently since inception.

Interested in this fund?

Speak with our institutional advisory team for eligibility, documentation, and onboarding.

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