Saurabh Mukherjea's Global Compounders Fund delivers 27% CAGR in 3 years

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Marcellus Investment Managers’ Global Compounders Portfolio, launched three years ago from its GIFT City hub, has crossed Rs 300 crore in assets under management (AUM) across its portfolio management, alternative investment, and advisory platforms.

The strategy, which invests in high-quality global businesses across North America, Europe, and Asia, has delivered annualised returns of 27.3% in rupee terms since its inception in October 2022, the firm said in a press release.


Saurabh Mukherjea, founder of Marcellus Investment Managers, said the milestone underscored the firm’s efforts to help Indian investors access leading international companies while staying compliant with domestic regulations through the GIFT City framework.

“When we launched this portfolio, our goal was to enable Indians to participate in the growth of world-class enterprises, not just those listed at home,” the press release stated. “Three years later, we’ve built a stable and growing base of investors who share that vision.”


The firm said the growth of its Global Compounders strategy reflects rising investor appetite for offshore diversification amid India’s evolving regulatory ecosystem that facilitates such exposure via GIFT City.

Marcellus added that it remains focused on compounding investor wealth over the long term through disciplined investing in consistent global performers.In global markets, U.S. equities surged to fresh record highs on Monday after officials from the U.S. and China signaled a de-escalation in trade tensions over the weekend, paving the way for Presidents Donald Trump and Xi Jinping to potentially finalize a trade agreement later this week.The Nasdaq Composite Index has gained 36% over the past six months, while the S&P 500 and Dow Jones Industrial Average are up 24% and 18%, respectively.

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