Marcellus GCP PMS (GIFT)
Marcellus Investment Managers — IFSC Branch
The Global Compounders strategy in a flexible PMS wrapper
Fund data from fund-house disclosures, as of Jun 2026. The performance chart below shows the fund's live underlying / benchmark index (S&P 500) as a proxy — not the fund's own NAV. Always refer to the official factsheet before investing.
Underlying index — live proxy · 1Y
S&P 500, rebased to 100. A live stand-in for the fund's market exposure.
Strategy & allocation
Growth & quality, 25–30 stocks, across market cap
~62% US, rest in Europe & Canada
Strengths
- Flexible fee structure
- Zero exit load
Watch-outs
- Tax on churn
- Concentration risk
Who is it for?
The PMS version of Marcellus's Global Compounders strategy — the same concentrated 25–30 stock growth-and-quality portfolio with a flexible fee structure and zero exit load, for $75k+ investors.
USD diversification: at today's live rate of ₹95.75/USD, a dollar sleeve compounds the rupee's long-run drift on top of the strategy's own return.
Geography Exposure
Global (US-heavy)
Tax Snapshot
Tax on portfolio churn applies; USD-denominated.
Always obtain personalised tax advice.
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