Saurabh Mukherjea picks these 7 small and midcap stocks, exits Info EdgeMukherjea’s smallcap-focused Little Champs portfolio and midcap-oriented Rising Giants portfolio have delivered net returns of 17.5% and 24...
11 Nov, 2024, 12.52 PM IST
Saurabh Mukherjea exits 5 mid and smallcap stocks, picks 2 new ideasStar fund manager Saurabh Mukherjea, who runs Marcellus PMS, has exited five mid and small-cap stocks while introducing two new investments...
11 Oct, 2024, 01.40 PM IST
Saurabh Mukherjea picks 4 new smallcap stocks in Little Champs portfolioTop PMS fund manager Saurabh Mukherjea, whose firm Marcellus handles HNI money worth around Rs 10,000 crore, has picked 4 new smallcap stoc...
19 Jan, 2024, 10.28 AM IST
What Saurabh Mukherjea added to Little champ portfolio and can it be another GMM Pfaudler?“One cannot get the consistent compounding like with Asian Paints, but in the case of Tega or say Grindwell Norton in our Rising Giants por...
20 Dec, 2023, 02.11 PM IST
22 multicap PMS funds give double-digit returns of up to 24% in a month; outperform smallcapsCredent Asset Management’s Growth Portfolio multicap strategy topped the list, giving 24.3% returns in a month, according to data shared by...
12 Dec, 2023, 10.28 AM IST
Over next 20 years, can Trent give 2000x that Titan gave in last 20 years? Saurabh Mukherjea answersI wouldn’t worry about RBI rap on Bajaj Finance’s knuckles. At the most, it going to impact around 2% of Bajaj Finance books and if the man...
17 Nov, 2023, 12.44 PM IST
Saurabh Mukherjea picks two new smallcap stocks, exits pharma companyPDS, which acts as a link between retailers & brands in the West and small garment manufacturers in the Far East, has seen its share prices...
10 Nov, 2023, 12.15 PM IST
Why Saurabh Mukherjea is still gung-ho on specialty chemicals, adding to Little Champs portfolio"We have added RHI Magnesita to Little Champs portfolio. RHI Magnesita makes ceramic lining, brick lining which goes into steel plant furna...
25 Aug, 2023, 11.01 AM IST
Indian IT remains a great space to invest in: Saurabh MukherjeaSo in the case of lenders, my reckoning is AI will help them do more with less expenditure on head count, allow them to provide better serv...
13 Jun, 2023, 10.34 AM IST
Saurabh Mukherjea on why he added Divi’s to Rising Giant portfolio and gems of Little Champs portfolioMarcellus Investment Managers has increased its position in Divi's Labs substantially in its flagship portfolio CCP and added it to its Ris...
19 Apr, 2023, 12.13 PM IST
Saurabh Mukherjea picks new smallcap citing 2 reasons, dumps multibaggerTeam Mukherjea said that Vijaya has been able to gain a market share of around 20 per cent in Hyderabad and foray into other cities of Andh...
29 Sep, 2022, 08.44 AM IST
I am praying new age tech cos turn money spinners in free cash flow & stock price sense: Saurabh Mukherjea“It was tremendous to see new age tech companies making commitments to make money because if all you do as a listed entity is raise money, ...
26 Aug, 2022, 09.01 AM IST
3 Little Champs that are Saurabh Mukherjea's top picks for next 10 years“ Our Little Champs Portfolio has compounded at roughly 30%, it is now going to hit its third anniversary in a couple of month’s time. GMM ...
16 Jun, 2022, 09.41 AM IST
Follow cash & not PAT to make good money in India: Saurabh Mukherjea"If a company as big as Asian Paints or a Pidilite compounds profits at 15% but cash flows at 25%, it is the cash flow compounding which is...
01 Apr, 2022, 09.03 AM IST
Saurabh Mukherjea's thaali portfolio: Stick to dal and chawal, limit your desserts!In your portfolio, other than the high quality dal chawal largecaps, have a dessert of good quality smallcaps and add salad stocks which wh...
21 Feb, 2021, 05.00 PM IST
Smallcap PMS strategies delighted the rich with solid returns for AugustCentrum PMS’ Micro, Marcellus’ Little Champs, Ambit’s Emerging Giants, Equirus Securities’ Long Horizon Fund and Nine Rivers Capital’s Auru...
08 Sep, 2020, 05.36 PM IST
It pays to be stock specific in pharma: Rakshit RanjanOnce you build longevity into valuation, then even a 20 times PE multiple is very expensive and you should not get into it.
11 Aug, 2020, 05.46 PM IST