In FY25 till date, Marcellus’ CCP has delivered a return of 15.6% (net of fees and expenses), compared to 14.0% for Nifty50 TRI. For 1QFY25, the current portfolio reported 18% YoY revenue growth and 23% YoY EPS growth i.e. healthy and consistent fundamentals.

Join us in our forthcoming CCP webinar on 10th September where we will shed light on the key attributes of the current portfolio, including answering questions related to the changes made to the portfolio constituents over the past 12 months, expected annual portfolio churn in future, our view on portfolio valuations, and an analysis of changes made to position sizes in this portfolio historically.


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