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...
15 Jan, 2025, 12.34 PM IST
Saurabh Mukherjea picks 2 new small & midcap stocks, exits Eureka Forbes with 30% profitFund manager Saurabh Mukherjea added Ahluwalia Contracts and Clean Science & Technology to his portfolios, citing growth opportunities. He ...
16 Dec, 2024, 12.08 PM IST
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 3 new small and midcap stocks, exits Tata ElxsiSaurabh Mukherjea's Marcellus PMS has added CMS Info Systems, Coforge, and Escorts Kubota to its Rising Giants fund and exited Tata Elxsi. ...
21 Aug, 2024, 09.11 AM IST
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 ...
11 Apr, 2024, 03.54 PM IST
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...
11 Jan, 2024, 03.39 PM IST
Saurabh Mukherjea picks underperforming Tata stock to exit RelaxoIn Marcellus' Rising Giants PMS portfolio, Mukherjea dropped Relaxo, saying that the recent channel checks raised market share loss concern...
20 Jan, 2023, 10.32 AM IST
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
12 Oct, 2022, 02.51 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
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...
20 Jun, 2022, 03.04 PM IST
The ‘cult’ of Marcellus propels it to the top of India’s PMS leagueMarcellus’ investment philosophy is an extension of Bob Kirby and Peter Thiel’s ideas.
22 Apr, 2021, 12.22 PM IST
When the Indian HNI realised land, gold not enough to fund retirementAt the end of October 2020, AUM managed by the PMS industry stood at Rs 19.2 lakh crore, up 40% on the October 2017 figure. New PMS provide...
07 Apr, 2021, 09.01 AM 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
PMSes thrilled rich investors in April with up to 26% returnsAlmost all the 147 PMSes delivered positive returns to investors during the month.
08 May, 2020, 05.24 PM IST
Can ‘obvious bets’ deliver big on D-Street? Ask this fund managerThe fund manager delivered 29.8% return from its December 2018 start through the end of 2019.
05 Feb, 2020, 01.44 PM IST
Saurabh Mukherjea's Marcellus receives Sebi nod to launch PMSSaurabh Mukherjea said Marcellus plans to launch the first fund in next two months.
29 Oct, 2018, 05.57 PM IST