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
Saurabh Mukherjea's PMS fund nearly doubles investor wealth in 4 yearsIn the highly concentrated long-term portfolio, almost all stocks have compounded their share prices at 15-30% annually demonstrating that ...
06 Dec, 2022, 11.48 AM IST
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...
12 Sep, 2022, 11.36 AM IST
Ashish Kacholia picks up additional 4.12 lakh shares in this midcap stockKacholia now holds a 1.42 per cent stake in La Opala against a 1.05 per cent stake in the March 2022 quarter. Following the news, the stock...
19 Jul, 2022, 03.29 PM IST
Is it time to change portfolio orientation with changing cycles? Saurabh Mukherjea answers“I do not think any sensible fund manager anywhere in the world sits and plays PE expansion. It is suicidal to do so. Finance 101 teaches u...
30 May, 2022, 02.17 PM IST
2 smallcap-heavy PMS portfolios more than double investor money in FY22Counter Cyclical Investment’s Long Term Value Investment strategy came in second to deliver 121 per cent return. The fund holds 49 stocks, ...
19 Apr, 2022, 02.28 PM IST
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...
18 Feb, 2022, 10.42 PM IST
Stocks that helped PMSes focused on smallcaps, midcaps outperform in MarchSaurabh Mukherjea, Founder, Marcellus Investment Managers, thinks Indian specialty chemicals today is where the pharma sector stood in the ...
12 Apr, 2021, 04.13 PM IST
75% of PMS fund managers failed to beat Nifty in Dec; even biggies falterOut of 130-odd largecap and multicap schemes analysed, nearly 100 gave lower returns than that of Nifty.
15 Jan, 2021, 11.16 AM IST
Stocks that helped PMSes deliver solid returns to the ultra-rich in OctThe top-performing PMS schemes gained up to 7 per cent for the month compared with a 3.5 per cent rise in Nifty during the month.
19 Nov, 2020, 11.43 AM IST
Look what clicked for the PMSes that made big money since last DiwaliSamvat 2076 – the Hindu accounting calendar that began on October 27 last year – turned out to be highly volatile for Indian stock investor...
11 Nov, 2020, 11.03 AM IST
Zero return for 5 years, and then 3,200% in next 6: This stock is fishing in deep watersSuperior return ratios back up the outstanding performance of the stock: return on capital employed (RoCE) of the company has jumped to 23 ...
17 Sep, 2020, 09.11 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
Stocks that held the fort for 3 best performing PMSes in last one yearBSE benchmark Sensex is down 17 per cent for last three months.
15 May, 2020, 10.46 AM IST
Top HNI fund managers still made big money in equities in a bad yearNewly formed Marcellus’s Consistent Compounders gave 22.50 per cent in just six months.
13 Nov, 2019, 01.30 PM IST
17% return in a month! PMSes make good money for the ultra-rich in SeptPMS run by Mumbai-based Basant Maheshwari delivered 15.67 per cent in September.
10 Oct, 2019, 09.39 AM IST
- RIL to pay $1.3 b for Pioneer's shale assets
Reliance Industries (RIL) on Thursday said it has agreed to pay $1.3 billion to Pioneer Natural Resources and its partner Newpek, wrapping ...
25 Jun, 2010, 01.48 AM IST