Marcellus Global Equity Fund (GIFT)
Marcellus Investment Managers — IFSC Branch
Concentrated global quality from a respected Indian manager, $5,000 entry
Fund data from fund-house disclosures, as of Jun 2026. The performance chart below shows the fund's live underlying / benchmark index (MSCI World (proxy)) as a proxy — not the fund's own NAV. Always refer to the official factsheet before investing.
Underlying index — live proxy · 1Y
MSCI World (proxy), rebased to 100. A live stand-in for the fund's market exposure.
Strategy & allocation
Bottom-up, 25–30 stocks, invests across market cap
~70% US, rest in Europe & Canada
Strengths
- Low ticket ($5,000)
- Concentrated high-conviction quality
Watch-outs
- Fund-level taxation on exits
- Concentration risk
Who is it for?
Marcellus's GIFT IFSC retail scheme runs a concentrated 25–30 stock global quality portfolio (US-heavy) under its well-known bottom-up philosophy, available to Indian investors from a low ticket.
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
USD capital gains on IFSC units; LRS-funded. Fund-level taxation on exits.
Always obtain personalised tax advice.
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