Searched for
MARCELLUS KINGS OF CAPITAL
Saurabh Mukherjea says his portfolio ready to climb walls of worry, backed by 3 factorsDespite macroeconomic turbulence and global tariff tensions, Saurabh Mukherjea remains bullish on his Marcellus portfolios. Backed by valua...- Saurabh Mukherjea picks Berger Paints, 2 other stocks for mid and smallcap portfoliosAfter robust growth in FY24, corporate earnings momentum has slowed in the last two quarters, with BSE500’s weighted average PAT growth dro...
- PMS funds which managed to trump Nifty with up to 18% return in MayPMS schemes, favored by HNIs for surplus capital, outperformed in May despite the flat Nifty50 TRI index before the election results. Inves...
- PMS Funds Tracker: Multi-asset schemes made HNIs richer in MarchPace Financial's Tresor Flexi fund was the top-performing PMS scheme last month with a 7.4% return, followed by Tresor Prive's 4.73% gain a...
- PMS Tracker: 22 PMS schemes gave double-digit returns last monthInvasset's Growth Pro Max Fund was the biggest gainer in the pack with a monthly return of 17.14% in January. The multi-cap fund has given ...
- Saurabh Mukherjea picks 3 new stocks for HNI investors in his PMS fundMukherjea said City Union Bank's valuations are attractive at 1.1x FY25E P/B. Marcellus said that considering the bank’s stability and stro...
- PMS Tracker: Largecap funds outperform smallcaps in December as Nifty rallies 8%Saurabh Mukherjea-run Marcellus Investment’s “Consistent Compounders” is another largecap strategy that gave positive returns last month, b...
- PMS Tracker: These 15 funds reward HNI investors with double-digit returns in AprilAt least 15 PMS funds delivered returns of at least 10% in April. Among them, Green Portfolio's Super 30 Dynamic Fund was the top performer...
- Neither PE nor PB, Saurabh Mukherjea uses this metric to pick financial stocksWhen valuing Indian financial stocks, traditional methods like discounted future cash flows are impractical due to their lack of free cash ...
- PMS Tracker: Rich investors made up to 13.5% returns in NovemberAmong star fund managers, Basant Maheshwari's multi-cap fund outperformed with a return of around 6%. Sunil Singhania's small and midcap-fo...
- PMS funds that helped HNIs survive September shockAt least 50 PMS funds managed to eke out positive returns during the month, showed data pulled from PMSBazaar
- Saurabh Mukherjea dumps broking stock in favour of ICICI BankThe fund owns a portfolio of 10 to 14 quality financial companies (banks, NBFCs, life insurers, general insurers, asset managers, brokers) ...
- No reason for pessimism in Indian IT services; plan to invest more in pharma: Saurabh Mukherjea“The whole world is trying to replace China in both its formulation – API, and its intermediate supply chain. We already have significant i...
- Smallcaps helping rich investors survive a harsh market, shows PMS dataDalal Street veteran Basant Maheshwari's multi-cap equity fund was the top loser in the PMS pack, down 13.6 per cent. Funds from Turtle Wea...
- Saurabh Mukherjea exits this underperforming HDFC Group stock“Owing to the reduction in our expected long-term earnings growth forecast for HDFC AMC, our position sizing framework has suggested an exi...
- PMS minnows continue their outperformance over the likes of Mukherjea, Samir AroraSaurabh Mukherjea-founded Marcellus’ Little Champs strategy returned 3.44 per cent during the month. Sunil Singhania’s Abakkus Emerging Opp...
- When market turned topsy-turvy, even PMSes of Mukherjea, Samir Arora failed to beat StreetThe volatility in the market kept everyone guessing and even the best of the investing minds could not beat the benchmarks. Portfolio Manag...
- Saurabh Mukherjea: Those chasing corporate lenders may burn their moneySaurabh Mukherjea, founder and chief investment officer at Marcellus Investment Manager, says investors chasing after banks with more corpo...
- 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...
- Saurabh Mukherjea takes contra stand, says time to invest in big banks is nowMukherjea believes fortunes of Indian lenders are linked to the recessionary phase in the US, which always results in cheap oil and cheap m...
Load More
