Name: MarceIlus IT and Industrials Sector Portfolio
Brand: smallcase
SKU: MCELMO_0004
Price: 300000 INR

At Marcellus, our Purpose is to make wealth creation simple and accessible by being trustworthy & transparent capital allocators. At Marcellus has evolved from the ideas of Kirby and Thiel, which we have refined further. Our investing approach has 3 pillars:

Clean Account
Capital Allocation
Competitive Advantage

Nifty 500 Index

MarceIlus IT and Industrials  Sector Portfolio

Krishnan

This fund comprises of stocks in the IT (incl Internet), Industrial Goods & Building Material sector

All publicly traded companies on the National Stock Exchange of India are included in the universe

The team does in-depth research to decide the criteria to be used for constituent screening

The research team does individual constituent picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks and ETFs for the respective strategy

Following parameters are considered while assigning weights to constituents in this smallcases<ul><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

This smallcase will be rebalanced on an as-needed basis

The final screened constituents are then weighted according to the selected asset allocation algorithm

MarceIlus IT and Industrials Sector Portfolio

MarceIlus IT and Industrials Sector Portfolio

Overview

Stocks & Weights