Name: Marcellus Consumer & Retail Sector Portfolio
Brand: smallcase
SKU: MCELMO_0006
Price: 79278 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_SM100

Marcellus Consumer & Retail Sector Portfolio

Krishnan

This portfolio comprises of stocks from the consumer and retail sectors.

All publicly traded companies on the National Stock Exchange of India, and part of the consumer or retail oriented sectors 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

Marcellus Consumer & Retail Sector Portfolio

Marcellus Consumer & Retail Sector Portfolio

Overview

Stocks & Weights