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The Sensex itself has ended in the positive zone 8 out of 10 times while auto, capital goods, IT and consumer goods have also ended in the green zone on 8 occasions.

Saurabh Mukherjea of Marcellus Investment Managers, expresses concerns about the broader PSU capex theme in India. He believes that the governments heavy spending on sectors such as roads, defence, and power is not supported by underlying tax collections. Mukherjea also discusses the potential performance of HDFC Bank and highlights the worries surrounding the PSU capex recovery. He mentions that the implosion in China could benefit Indias economy, and expresses optimism about the Indian IT serv...

Consistent Compounders is the flagship portfolio that invests primarily in largecap stocks that have high cashflow. Little Champs portfolio invests primarily in smallcap stocks.

So in the case of lenders, my reckoning is AI will help them do more with less expenditure on head count, allow them to provide better services, better credit underwriting at lower expenditure and I think therefore, for lenders in our country, it is a positive.

Explore Now NEW DELHI: Smallcap- and multicap-oriented PMS (portfolio management service) funds, an investment tool of rich investors, outperformed in April and delivered up to 14 per cent returns to clients. Top guns of the PMS industry also delivered handsome returns for the month. Domestic equity benchmark Sensex fell 1.5 per cent for the month, while Nifty shed 0.4 per cent. Kotak AMC Pharma Fund finished as the top performer of the month, returning 13.39 per cent, according to data provide...

The ‘cult’ of Marcellus propels it to the top of India’s PMS league SECTIONS Share ETMarkets.com Related MUMBAI: As Nifty50 tanked 24 per cent in March 2020 amid a raging pandemic, Marcellus Investment Managers’ own funds fell about 15 per cent. At that time, the asset manager’s founder and chief investment officer Saurabh Mukherjea would have felt relieved, and perhaps a hint of pride, at his fund’s resilience. The relative outperformance of Marcellus Investment Managers during the...

While you continue to like the Kotaks and the Berger Paints of the world, are you looking at expanding the number of stocks in your portfolio? Two things are playing out. One, flows into Marcellus have been very strong over the last 12 months. As the money that we are managing is basically moving towards the billion dollar mark, we are adding a few more stocks because there is only so much you can buy in a name and many of the names that we own we are already accounting for a substantial part ...

PMS biggies flop again; small, midcap strategies steal the show SECTIONS Share Synopsis Data compiled by PMS Bazaar showed Rising Start Opportunity strategy of Valentis Advisors, which invests in up and coming smallcap and midcap stocks, emerged the top performer with a 9.08 per cent return. Getty Images INSIGHTS NSE Explore Now NEW DELHI: PMS schemes focused on smallcaps and midcaps stole the show in January, as some big names from the industry failed to outperform their respective benchmarks...

DAILY VOICE | Rakshit Ranjan of Marcellus has 3 simple rules for picking winning stocks It is very difficult to time entry exits particularly in high-quality stocks based on your view around a macro event’s impact on the broader economy. December 17, 2020 / 07:22 AM IST Rakshit Ranjan, Marcellus Investment Managers, who swears by the power of consistent compounding through a select few stocks, forecasts earnings CAGR of their overall portfolio to be 18-20% or higher over the next 2 to 3 ye...