SAURABH MUKHERJEA PMS FUNDS
PMS Tracker: Crorepati investors make 24% return in a month with SME fund
Hem Securities’ India Rising SME Stars led June returns with 23.81%. Funds by Saurabh Mukherjea, Sunil Singhania, and others excelled, with 90 funds reporting double-digit returns. Notable performers include Wallfort PMS, Equitree, and Accuracap.
Post-Covid, 6,000 challengers have emerged that will take on market leaders in next 5 years: Saurabh Mukherjea
Saurabh Mukherjea says the last four years, the post-COVID era, has been about democratisation of profit pools. But it is not democratisation for everybody. It is democratisation for roughly 6,000 companies that are below the top layer, the second decile. In the next five-six years, the challengers will come after the ruling dominant franchises in the country with disruptive, lean, efficient models.
Saurabh Mukherjea gives 3 themes that can create new opportunities for Indian investors
Saurabh Mukherjea of Marcellus Investment Managers emphasizes India's transformative investment themes: democratized opportunities, the $300 billion China +1 chance, and women's empowerment. India outperforms China in consistent compounder returns. Government policies attract global investments. Entrepreneurs, empowered urban women, and sectors like smartphones, APIs, and medical devices, aided by rising education levels and women-centric consumption, drive growth.
AIF & PMS Conclave 2.0: Saurabh Mukherjea on five big themes in India where investors stand to benefit
Market veteran Saurabh Mukherjea on Wednesday said five big themes that have contributed to a rise of new elite in India can make their way into the portfolios of investors looking for consistent returns.
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.
Election outcomes won't disrupt India's economic stability: Saurabh Mukherjea
There will probably be governance continuity as well, but almost certainly there will be policy continuity and hence, my point of view to the foreign investors is, beyond a point, you should not overemphasise the elections.
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PMS Tracker: HNI investors earn up to 20% returns in April. Check top funds
Saurabh Mukherjea-run Marcellus' smallcap fund Little Champs bounced back and earned a return of more than 10%, while Sunil Singhania's Abakkus-run Emerging Opportunities fund reported a 9.57% gain and Samir Arora's Helios India Rising fund saw a 5.51% gain.
Why Saurabh Mukherjea isn't losing sleep over stress in HDFC Bank, Kotak and Bajaj Finance
Saurabh Mukherjea maintains faith in HDFC Bank, Kotak Mahindra Bank, and Bajaj Finance despite challenges. Mukherjea says: "In HDFC Bank's case, the regulator suggested remedial measures, HDFC Bank implemented the remedial measures, and profit growth rebounded. I have no reason to believe that Bajaj and Kotak will find themselves in a different position."
Invesco AMC, its CEO, others settle case with Sebi
The case relates to an inspection of mutual funds and portfolio management services (PMS) activities of Invesco Asset Management for the period between October and November 2021.
3 PMS funds doubled HNI investor wealth in FY24, stars missing in top 10 list
3 PMS funds doubled HNI wealth in FY24. Invasset's Growth Pro Max leads with 128% return. Green Lantern Capital, Asit C Mehta's ACE Multicap follow. Samvitti Capital's Active Alpha, Ambit Global's Alpha Growth, Carnelian's YNG Strategy, Investsavvy's Alpha Fund, Bonanza Portfolio's Value fund, Equitree Capital's Emerging Opportunities scheme in top 10. 330 out of 334 PMSes exceeded Nifty50 TRI.
PMS Funds Tracker: Multi-asset schemes made HNIs richer in March
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 and 4.7% upside in Tresor Sustainer, shows data pulled from PMSBazaar.
PMS Tracker: 22 PMS schemes gave double-digit returns last month
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 an astonishing return of 133% in the last one year period, shows data pulled from PMS Bazaar.
Top 10 most sold midcap stocks by mutual funds, PMS and ULIPs. Do you own any?
Dalal Street's midcap stock debate intensifies as investors make strategic moves. Significant exits and new picks impact the market. Portfolio adjustments indicate shifting trends in the sector, with focus on specific stocks for potential growth and stability.
Saurabh Mukherjea picks 3 new stocks for HNI investors in his PMS fund
Mukherjea said City Union Bank's valuations are attractive at 1.1x FY25E P/B. Marcellus said that considering the bank’s stability and strong track record in the management team and its conservatism through multiple cycles in the past, the trend of consistent growth can continue in the future as well.
The Next Frontier: The mega opportunity in Indian megacaps
The post-Covid recovery, aided by easier availability of credit due to the dramatic acceleration in the use of UPI and ever-widening spread of social media, has surely helped smaller companies find new customers and new ways to reach existing customers.
Market Verdict on Budget: Saurabh Mukherjea on 2 stocks to play on women power and rural recovery
Saurabh Mukherjea highlights the rise of Indian women as a major theme in the budget. He mentions Rainbow Medicare that are focused on this theme. He also discusses the government's focus on creating opportunities for the poor rather than giving handouts. Mukherjea suggests looking at Eicher Motors as a play on the rural recovery and the Volvo Eicher side of the business. He further talks about the potential of Royal Enfield and the growing EV market for VECV.
Saurabh Mukherjea picks 4 new smallcap stocks in Little Champs portfolio
Top PMS fund manager Saurabh Mukherjea, whose firm Marcellus handles HNI money worth around Rs 10,000 crore, has picked 4 new smallcap stocks in his Little Champs portfolio. In his bank-focused Kings of Capital portfolio, Home First Finance has been replaced with MAS Financial Services while SKF India is the new stock pick in midcap-heavy Rising Giants portfolio. Mukherjea told investors in a note that positive developments in interest rate cuts by the Fed can improve consumer sentiments and benefit stocks with global market exposure.
Saurabh Mukherjea on 3 ways 2024 will be different from 2023
Saurabh Mukherjea expects a resurgence in private sector capex, growth in IT services and engineering R&D companies, and a pick-up in private consumption driven by the job market and interest rate cycle. The Marcellus founder discusses the optimistic outlook for private sector capex in India, highlighting names such as RSI, RHI Magnesita, and Grindwell Norton as plays on the steel demand and abrasive provider sectors. He also emphasizes the potential of Trent's Zudio proposition and Star Bazaar as disruptive players in the retail market.
HDFC Bank shares at mouth-watering valuation, say contra buyers after $12 billion loss
CLSA and Axis Securities have raised their target prices for HDFC Bank, while fund manager Saurabh Mukherjea believes the bank's valuations are attractive. Despite concerns about deposit growth, Mukherjea remains confident in the bank's solid operational performance and sees potential for further investment. Marcellus, the firm managed by Mukherjea, has significant investments in HDFC Bank.
Will premium on HDFC Bank and Kotak Mahindra Bank come back soon? Saurabh Mukherjea explains
“The smallcap inflows have been so overwhelming that the overvaluation of smallcaps relative to largecaps is at an all-time high. There is no precedent in Indian history for what we have seen in the last couple of years. Given that anomaly, the re-pricing of largecaps has a long way to go. Some of it has happened over the last couple of weeks, but I think this is just the beginning.”
2023 was ‘ulta pulta’ year; 2024 will be largely about largecaps & FIIs: Saurabh Mukherjea
" The sheer amount of money foreign investors make won’t go into smallcaps so much; it will end up going into the larger stocks and we are hoping that Consistent Compounders will continue to make money from that. We are up 26% this fiscal in CCP. We manage roughly a billion dollars with our clients and we are hoping that as FIIs return, that 26% will be further augmented by FII flows."
Over next 20 years, can Trent give 2000x that Titan gave in last 20 years? Saurabh Mukherjea answers
I wouldn’t worry about RBI rap on Bajaj Finance’s knuckles. At the most, it going to impact around 2% of Bajaj Finance books and if the management expeditiously deals with the issue, the impact on a full year profit should be hopefully less than 1%. A new addition, Trent has many more engines than the market understands it to have.”
Saurabh Mukherjea picks two new smallcap stocks, exits pharma company
PDS, which acts as a link between retailers & brands in the West and small garment manufacturers in the Far East, has seen its share prices grow around 65% so far in the calendar year.
PMS Tracker: These smallcap funds emerged laggards in September
But in the smallcap category, one of the best-performing funds has been Aequitas Investment’s “India Opportunities”, giving more than 3% returns in September, and a staggering 82% over a 1-year period.
5 worst PMS fund performers in last 1 year
An analysis by PMS Bazaar shows that among the top five worst PMS fund performers, three are from Saurabh Mukherjea's Marcellus Investment. Funds across categories were considered, and the worst performers belonged to the equity space. They have fallen up to 14% in the last year.
PMS Tracker: Saurabh Mukherjea’s Little Champs among top 10 smallcap performers in June
Ambit Investment Advisors’ Emerging Giants fund has been a consistent performer, rising 5% in June. It has given a whopping 40% return in a 1-year period.ICICI Prudential’s PIPE strategy fund in the midcap and smallcap category has given nearly 10% returns in June and has been a consistent performer. Over a 1-year period, this fund has given 46% returns to investors.
PMS Tracker: 15 funds give double-digit returns in May as bulls' D-St party continues
Of the 15 PMS funds, 13 of them beat their benchmark BSE 500 index in May. Last month, the S&P BSE 500 index gave 3.5% returns.Some of the prominent names in this list are Carnelian Advisors’ multi-cap fund, Phillip Capital’s small- and midcap fund, Equirus Wealth’s smallcap fund, and Tulsian PMS’ largecap fund.
PMS Watch: ICICI Pru fund beats benchmark in March, Mukherjea’s fund stays in red
ICICI Prudential’s PIPE PMS, which invests in companies primarily in the mid and small-cap segments, has been more or less consistent and given positive returns over the last 1 year. In March, it gave 2.23% returns, while its 1-year return is 10%.
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