Marcellus Global Equities Fund
Equity
Overseas Fund
A retail fund from Marcellus Investment Managers giving Indian investors access to global businesses through GIFT City — no overseas account needed. Invests across four long-term themes: defence & aerospace, power generation, AI infrastructure, and luxury consumption — for investors whose goals are priced in dollars. Regulated by IFSCA. Fully digital onboarding with just PAN & Aadhaar.
-3.4%
CAGR
(Since Inception)
$4.29 Mn
Fund Size
08 Jun 26
Launched on
Marcellus Global Equities Fund Returns
NAV: $9.87
As of 2026-10-20
Marcellus Global Equities Fund Overview
About Marcellus Global Equities Fund
Lock-in Period
Nil
Min Lumpsum
$5,000
Fund Size(Mn)
$4.29
Expense Ratio
2%
Exit Load
2%
2% within 2 years
Fund Analysis
Marcellus Global Equities Fund is a retail equity scheme offered by Marcellus Investment Managers Private Limited – GIFT IFSC. The fund is regulated by the International Financial Services Centres Authority (IFSCA) and operates through the GIFT City framework, giving Indian residents and corporates direct access to global equity markets without routing money abroad individually. The fund invests in high-quality global businesses across four long-term structural themes — defence & aerospace, power generation, AI-linked capital expenditure, and luxury consumption — following the same quality-first investment philosophy that defines Marcellus in India.
NFO Open Date: June 8, 2026
NFO Close Date: June 19, 2026
Minimum Investment: $5,000
Minimum Additional Investment: $2,000
Total Expense Ratio: 2% per annum
Exit Load: 2% if redeemed within 2 years
Onboarding: Fully digital (PAN & Aadhaar only, no separate GIFT City bank account required)
Marcellus Global Equities Fund AMC Details
Fund House
Marcellus Investment Managers Private Limited
Fund Manager
Arindam Mandal, Marcellus Group
Disclaimer
Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and Terms & Conditions carefully for more information.
Lumpsum