Pace 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...

Invasset'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 ...

Mukherjea said City Union Bank's valuations are attractive at 1.1x FY25E P/B. Marcellus said that considering the bank’s stability and stro...

Saurabh Mukherjea-run Marcellus Investment’s “Consistent Compounders” is another largecap strategy that gave positive returns last month, b...

At 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...

When valuing Indian financial stocks, traditional methods like discounted future cash flows are impractical due to their lack of free cash ...

Among star fund managers, Basant Maheshwari's multi-cap fund outperformed with a return of around 6%. Sunil Singhania's small and midcap-fo...

At least 50 PMS funds managed to eke out positive returns during the month, showed data pulled from PMSBazaar

The fund owns a portfolio of 10 to 14 quality financial companies (banks, NBFCs, life insurers, general insurers, asset managers, brokers) ...

“The whole world is trying to replace China in both its formulation – API, and its intermediate supply chain. We already have significant i...

Dalal 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...

“Owing to the reduction in our expected long-term earnings growth forecast for HDFC AMC, our position sizing framework has suggested an exi...

Saurabh Mukherjea-founded Marcellus’ Little Champs strategy returned 3.44 per cent during the month. Sunil Singhania’s Abakkus Emerging Opp...

The volatility in the market kept everyone guessing and even the best of the investing minds could not beat the benchmarks. Portfolio Manag...

Saurabh Mukherjea, founder and chief investment officer at Marcellus Investment Manager, says investors chasing after banks with more corpo...

In your portfolio, other than the high quality dal chawal largecaps, have a dessert of good quality smallcaps and add salad stocks which wh...

Mukherjea believes fortunes of Indian lenders are linked to the recessionary phase in the US, which always results in cheap oil and cheap m...