Kings of Capital
Our financials sector focused investment strategy with a portfolio banks, NBFCs, life and general insurers, asset managers and brokers.
Our financials sector focused investment strategy with a portfolio banks, NBFCs, life and general insurers, asset managers and brokers.
The key objective of our “Kings of Capital” strategy is to own a concentrated portfolio of high quality financial companies. Unlike the 2000s and 2010s, when banks and NBFCs were the only segment of financial services listed on the stock markets, the listed markets now offer a wide variety of high quality choices for investors in the BFSI sector. We therefore have the option to invest across banks, NBFCs, life insurers, general insurers, AMCs, capital market intermediaries, cash management companies, credit rating agencies and insurance intermediaries.
The three tenets for selecting stocks in Kings of Capital remain the same as our our other strategies.
What we don’t like and generally avoid:
On the other hand, we like :
Marcellus offers Kings of Capital PMS with ZERO entry load/exit load and with no lock-in. We offer two fee structures:
| Regular Plan | Direct Plan | |||||
|---|---|---|---|---|---|---|
| Fixes | Variable | Hurdle | Fixes | Variable | Hurdle | |
| Fixed only | 2.50% | 0% | NA | 2% | 0% | NA |
| Variable only | NA | NA | NA | NA | NA | NA |
| Hybrid | 1.50% | 15% | 10% | 1.25% | 15% | 10% |
* High water mark applies for performance fees Minimum investment: INR 50 lac
