SAMIR ARORA PORTFOLIO
PMS funds which managed to trump Nifty with up to 18% return in May
PMS schemes, favored by HNIs for surplus capital, outperformed in May despite the flat Nifty50 TRI index before the election results. Investing in listed holding companies, Unifi Capital's HoldCo fund led with a remarkable 17.88% return, surpassing others in the PMSBazaar database.
What should investors do with their portfolios now? Samir Arora answers
But the same government also on the margin may change a little, little bit as feedback from the fact that their results are disappointing. But beyond a little bit here or there, what exactly will change and also at the index level, instead of stock A, stock B will do well, that is how life is.
Foreign equity investors turn to hedging on India election jitters
The last major poll had estimated that the ruling Bharatiya Janata Party (BJP) party would win 342 seats, comfortably above the 272 majority required to return to power.
How will markets move in runup to Budget after elections? Samir Arora answers
I think macro still is okay because you can always live on hope that after six months there will be interest rate cut and all that does not really matter beyond a point.
Helios Mutual Fund launches Balanced Advantage Fund
The investment objective of the scheme is to capitalize on the potential upside of equities while attempting to limit the downside by dynamically managing the portfolio through investment in equity and equity related instruments and active use of debt, money market instruments and derivatives.
India too big to ignore; where to find value in a market hitting record highs? Samir Arora answers
Samir Arora, Founder of Helios Capital, discusses the performance of HDFC Bank, his investment in Paytm, and the attractiveness of PSU names. He highlights the impact of mega trends like digitisation and China plus one strategy on the Indian market. Arora also emphasizes the importance of FII flows. Many investors following trend had landed up in China and put big amounts and have burnt their fingers. They now want to come to India
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Samir Arora's Helios Mutual Fund files draft document for balanced advantage fund
The scheme will be benchmarked against CRISIL Hybrid 50+50 – Moderate Index. The scheme will be managed by Alok Bahl (equity investments), and Utssav Modi (debt investments).
We have moved outside our normal range by going into PSUs, but we stop at metals: Samir Arora
Samir Arora says: “I always used to say I do not like PSUs and now, we have six PSUs in our portfolios. We have HPCL, IRCTC, SBI and Bharat Electronics among others. We bought one QIP and sold it off. So, the point in general is, right now, if you say what we will not buy, we normally say we do not buy where the government is a large customer in infra. Now, let us see how long we stick with it.”
Enjoy the 5-10-20 year ride; don’t go around tweeting one day’s return on one stock: Samir Arora
“Some of the largecaps have been doing well otherwise, for example the consumer stocks like Levers. Then there are the IT stocks and the financial stocks. Broadly, we believe that the financial stocks have actually been delivering but they have not gone up and so they shall outperform. That is we hope and pray and position ourselves for.”
Nifty composition will not change in quest for $5-trillion economy: Samir Arora
"The sector story is done. The sector may or may not do well because every three years, somebody will do well but that sector will be already out there somewhere. AI, biotech, these things are good to say, but there would not be so many companies. I simply look at the US to check what has changed there and I find nothing has changed."
Samir Arora & Dinshaw Irani on elimination investing, on beating Nifty & more
Helios Capital's Founder, Samir Arora, and CIO, Dinshaw Irani, discuss their investment approach in a conversation with ET Now. They emphasize the importance of elimination investing, which involves sorting stocks into good and bad and eliminating the bad ones. They believe in avoiding trade-offs and focusing on consistent performance. They highlight their preference for sectors like consumer and finance in their portfolios. The Helios AMC team's edge lies in their long-standing experience and time-tested investment strategies.
Venture Highway founder Samir Sood steps down as partner; Priya Mohan now managing partner
Sood, who has taken the role of an advisor to assist the next generation to take charge and build the franchise further, told ET that the “transition was planned and thought through".
Samir Arora on 2 storytellings that have failed in the market & why
"One storytelling which has failed and rightly so is chemical companies trading at 40 and 50 dimes as if they are some Levers and Colgates of this world. Other than SRF we missed all these chemical companies because we are not used to giving 40 multiple for some fellow making chemicals."
Helios Capital gets Sebi's nod to launch mutual fund business
After quitting Alliance Capital 20 years ago, Arora is re-entering the 43-player mutual fund industry. He was the Chief Investment Officer of Alliance Capital's Indian mutual fund business.
Samir Arora on why it makes sense to hold Zomato, Paytm for now
Samir Arora, the Founder of Helios Capital, is not actively searching for new multibagger ideas, though he has previously profited from stocks such as Zomato, Paytm, Adani, and IDFC First Bank. Currently, he is waiting until after earnings season before considering investing in Indian IT, such as Infosys, as he is concerned they may disappoint once again. Although he didn't expect the run-up seen in Zomato and Paytm stocks, he plans to hold them as long as there is no sudden negative impact.
Which compounders can take Sensex to Peak 100K in 3-5 years? Samir Arora explains
Helios Capital's Samir Arora believes that HDFC Bank and other past compounders may struggle to maintain their growth rates in the future due to their size, and investors will need to look at newer stocks outside this group to achieve the desired returns. Looking at India as a market, Arora says it has beaten nearly every other pool of money over a long period. He predicts there will likely be a few new stocks in the financials, consumer, IT and pharma sectors that emerge to drive growth in the coming years.
Worst is over, this is a double-digit positive year for India: Samir Arora
“Earnings takes care of many of these things for companies which anyway converted a lot of their earnings to cash with or without anybody analysing it. The thumb rules work in most of these long held or long valued companies which have been around for so long that the valuations are out of line. But we are not playing the reverse trade yet.”
4 D-Street veterans decode current markets; list dos and don'ts
Interest rates in the US may not come down by the third or fourth quarter, but the markets may start expecting rate cuts in the early next year. Also please look at it, if there are so many issues with the banks and people losing their jobs, it must be also a little bit disinflationary. It has to overall cast a little bit of a gloom on the US job scene," he said
PMS Tracker: The best and worst performers for HNI investors in January
Hem Securities' India Rising SME Stars fund, which is just 11 months old, managed a monthly return of over 3%. The PMS fund focused on smallcaps and SME stocks has been among the top performers in the last few months. The six-month return of the fund is an impressive 47.57%
Samir Arora on why FIIs selling India to buy China is a laughable idea & what Mr Market is telling Adanis
“I am totally against this idea that FIIs are selling India to go somewhere else. You can put less money in India and put more in some other market but at a time when China was doing well and the US was doing well, for us to be down was a bit too much.”
Not Budget, China plus one may help manufacturing: Samir Arora
"There will be more assembly jobs and more jobs for women and all that because there will be factory hirings and all that will be all very useful and helpful to India. I am not sure which stock will be appropriate to play this theme but India is going to hugely benefit from China plus one leading people to India and maybe to other countries also."
Why Samir Arora is betting on fallen tech stars Paytm, Zomato
"We should not worry about money flowing from india to China. In the end, this will sort itself out. We have to control ourselves like we are now being worried about the Budget, that the government will increase taxes on capital gains. If they do that then we will be shooting ourselves in the foot and can't blame anybody else but us, Nobody else in the world taxes foreign investors, nobody!"
PMS Tracker: Rich investors made up to 13.5% returns in November
Among star fund managers, Basant Maheshwari's multi-cap fund outperformed with a return of around 6%. Sunil Singhania's small and midcap-focused Abakkus Emerging Opportunities Fund made investors richer by 5.10%, while Devina Mehra's India Super 50 multicap fund returned 3%.
Samir Arora on why Campus Shoes is a winner and does not need a underdog tag
“This month Campus Shoes is down 26%. But it will be a big winner over the next two-three years because there is a new category. Since listing, they have done very well and better than every other dog that you may have. My theory is that by 2025, relatively smaller positions of 2-3% per name rather than 5%-6% and nearly every year some 8-10 of them do well enough to change the portfolio and beat the market by a few percent.”
Play the market like a casino; Samir Arora on how to beat it in investment game
“We put down 15 bets of 2 per cent to 3 per cent each with reasonable confidence in high returns. These are the stocks for which you do with as much detail as you would do for a 5-6-7% position which is normally a big position for us; but you are confused.”
Financials safest bets but auto a 3-6 month story: Samir Arora
“If you look at the long only fund in India, we have basically bought 15% in IT and 85% has gone into financials and consumer. Our top three holdings are all banks and that is the safest because it never got rerated a lot and it is very good in itself and it has taken the brunt of the FII selling.”
Samir Arora on why one needs to be flexible in a changing market
“Stanley Druckenmiller who is a genuine hero in the investing world with 30% per annum returns over 30 years and his own net worth being more than $10 billion. Look at the flexibility that all these guys have in doing whatever they want, we just get prisoners of our image.”
PMS minnows continue their outperformance over the likes of Mukherjea, Samir Arora
Saurabh Mukherjea-founded Marcellus’ Little Champs strategy returned 3.44 per cent during the month. Sunil Singhania’s Abakkus Emerging Opportunities delivered 2.7 per cent returns. However, these two were outliers as most other strategies by celebrity fund managers were either flat or delivered negative returns.
PMS report card: How funds run by Mukherjea, Samir Arora performed in March
The biggest gainer of the year was Growth Plus Value Strategy of Care Portfolio Managers that delivered 13.5 per cent. Launched over a decade ago, it gives higher weightage to lower valuation multiple, especially from smallcap companies.
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