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Saurabh Mukherjea-run Marcellus Investments “Consistent Compounders” is another largecap strategy that gave positive returns last month, but underperformed its benchmark. The strategy gave nearly 6% returns.
Abhinandan Tulsian says: "The Indian economy is on a long-term high growth trajectory. Any industry meeting the demands of the economy for the next 10-20 years is something we like. These are not necessarily dependent on election results, but on the policy making direction. I will advise clients to pick a core portfolio of blue chips which provide portfolio stability, but also have 4-5 stocks which are from sunrise sectors and likely to give alpha returns to the portfolio."
We had a dull FY23 for the markets with markets being flat for the year. So this is a good beginning to FY24. The Nifty is up by 7.5% in the 3-month period, while our PMS has returned 18.9% over the same period.