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Marcellus' Consistent Compounders see redemptions worth Rs 1,160 crore in 3 months

Since inception in December 2018, the Consistent Compunders has given returns of 15.35 percent while its benchmark has given slightly higher returns of 15.76 percent in the same period

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Why Mukherjea is factoring in high inflation for retirement goals

Investors must look at their own consumption basket when considering inflation rates, says Saurabh Mukherjea.

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saurabh mukherjea portfolio: 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.

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saurabh mukherjea portfolio stocks: 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.”

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Saurabh Mukherjea | Saurabh Mukherjea stocks: 2023 was 'ulta pulta' year; 2024 will be largely about largecaps & FIIs: Saurabh Mukherjea

" The sheer amount of money foreign investors make wont 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."

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portfolio allocation: Rakshit Ranjan on stocks Marcellus has added in their portfolio

“There have been several changes in allocation. On average, we have been doing about, say, 8% to 10% portfolio churn only related to allocation over the last year or so and it has already started to yield healthy results. We increased our allocations in Dr Lal PathLabs and Divi's Lab.”

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Top PMS funds see outflows amid poor showing - The Hindu BusinessLine

Top PMS funds see outflows amid poor showing - The Hindu BusinessLine
thehindubusinessline.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from thehindubusinessline.com Daily Mail and Mail on Sunday newspapers.

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Majority of PMS schemes outperform Nifty in October  - The Hindu BusinessLine

Majority of PMS schemes outperform Nifty in October  - The Hindu BusinessLine
thehindubusinessline.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from thehindubusinessline.com Daily Mail and Mail on Sunday newspapers.

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