Retail schemeActive
Marcellus Global Equities Fund
Marcellus Investment Managers (IFSC branch)
Marcellus's retail global fund buys high-quality global companies riding four long-term themes: defence and aerospace, power generation, AI-linked capital spending on foundries and data centres, and luxury consumption.
Minimum investment
USD 5,000
Top-ups from USD 2,000
Key facts
Structure
Retail scheme · open-ended
Strategy
Active, high-conviction global compounders across four themes
Invests in
Defence & aerospace, power generation, AI-linked capex (foundries, data centres) and luxury
Benchmark
— (compared with S&P 500 NTR in the fund presentation)
Fees (Regular plan)
2.00% a year (1.75% management fee + 0.25% operating expenses)
Exit load / lock-in
2% if redeemed within 24 months · no lock-in
Minimum investment
USD 5,000 — Top-ups from USD 2,000
Status
Open
What it gives you exposure to
- ✓Defence & aerospace — aircraft makers and suppliers with long order books
- ✓Power generation and AI-linked capex — foundries and data centres
- ✓Luxury brands with strong pricing power
Things to know before investing
- !Thematic and concentrated — returns can differ sharply from broad global indices.
- !Highest stated fee among the retail schemes (2.00% a year) and a 2% exit load within 24 months.
- !Tax is paid at the fund level and the NAV is net of tax provisions — long-term rates apply after 2 years.
How to invest
Remit US dollars under the RBI’s Liberalised Remittance Scheme (up to USD 250,000 per person a year; 20% TCS above ₹10 lakh, adjustable against your tax) and subscribe to the fund in USD. As a retail scheme, it is open to any resident Indian investor. See the step-by-step guide.
Details last reviewed 27 Sep 2026. Fees and terms can change — confirm with the offer document or private placement memorandum before investing.