SAURABH MUKHERJEA PORTFOLIO
Starting your MF journey this Diwali? Experts suggest adding flexicap, midcap funds & avoiding overlapping schemes
With Diwali just around the corner, many individuals are contemplating the best time to embark on their investment journey through mutual funds. Experts advise initiating a well-rounded strategy that features a mix of flexi-cap, mid-cap, and large-cap funds. New investors should embrace systematic investment plans to cultivate disciplined investing habits while steering clear of trying to time the market.
ET Wealth Expo: How should investors deploy Rs 10 lakh over next 10 years? Prateek Agrawal of Motilal Oswal AMC explains
Investors building a Rs 10 lakh mutual fund portfolio with a 5-10 year horizon should focus on growth-oriented strategies and consider diversifying across two fund managers, says Prateek Agrawal of Motilal Oswal AMC. He highlights flexi-cap funds, emerging sectors and AI-linked businesses as opportunities, while advocating focused investing and a mix of growth and value strategies.
HDFC Large Cap Fund turns Rs 10,000 monthly SIP to over Rs 8 crore in 30 years
HDFC Large Cap Fund has turned a monthly SIP of Rs 10,000 into Rs 8.46 crore over 30 years, while a lump-sum investment of Rs 1 lakh grew to Rs 1.30 crore. Launched in 1996, the fund has delivered a 17.62% CAGR, according to HDFC Mutual Fund.
ET Wealth Expo: Saurabh Mukherjea suggests a simple 50:50 portfolio to diversify across India and the US
Saurabh Mukherjea recommends a simple 50:50 portfolio split between the Nifty 50 and the S&P 500, with annual rebalancing, to diversify across India and the US. He explains how the strategy can improve returns relative to risk, reduce volatility and help investors avoid predicting which market will outperform.
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ET Wealth Expo 2026: From building wealth to financial freedom, two days of insights for today’s investors
Mark your calendars for the ET Wealth Expo 2026, happening on October 30 and 31 at Mumbai's NESCO Convention Centre. This event promises to bring together top professionals for insightful discussions on investment strategies and wealth management. Attendees can expect sessions covering crucial topics such as intergenerational wealth transfer and global investment opportunities, alongside keynote speeches aimed at addressing future challenges in wealth management.
The questions ET Wealth Expo 2026 will actually answer, and why they matter right now
Should you continue investing in equities in the age of AI? Is your retirement plan on track? And have you considered how your wealth will be passed on to the next generation? The ET Wealth Expo 2026 will address these and other financial questions on October 30 and 31 in Mumbai.
ET Wealth Expo 2026: Day 2 to explore alternative investments, financial freedom and the changing face of wealth
From diversifying beyond equities and exploring real estate investments to planning early retirement, navigating legal complexities and understanding the wealth potential of artificial intelligence, Day 2 of ET Wealth Expo 2026 will examine how investors can multiply wealth, achieve financial freedom and make informed financial decisions.
Saurabh Mukherjea’s Marcellus ties up with VanEck to widen global investment offerings for Indian investors
Marcellus Investment Managers has partnered with VanEck to expand its global investment offering for Indian investors through a multi-asset strategy. The portfolio will span global equity and bond ETFs, commodities and real assets, giving high-net-worth investors access to diversified global exposure and dollar diversification through Marcellus GIFT City.
Bank stocks lift Indian markets as crude prices ease, RBI decision eyed
The Indian stock markets saw an upswing fueled by the performance of banking stocks amid falling oil prices. The Sensex and Nifty enjoyed substantial rises, as market participants eagerly anticipated the upcoming Reserve Bank of India monetary policy decision. Key players like Axis Bank and Kotak Mahindra Bank reported strong quarterly figures, lifting investor mood.
Jefferies favours Indian largecap stocks amid rising bond yields
Jefferies has suggested enhancing investments in large-cap stocks in India, citing their favorable valuations compared to midcaps. The brokerage has also added Kotak Mahindra Bank to its model portfolio and increased its weight in Reliance Industries. It emphasizes that large-caps present a better risk-reward scenario as earnings growth gap narrows. Meanwhile, exposure to rate-sensitive sectors has been reduced due to rising global bond yields.
Where to invest after an asset bubble bursts? Nilesh Shah of Kotak makes the case for public markets
Kotak AMC’s Nilesh Shah says public markets can offer opportunities after asset bubbles burst, as distressed valuations emerge. Multiples’ Renuka Ramnath highlights private markets’ greater control, while both stress diversification, liquidity and risk management across investment portfolios.
Saurabh Mukherjea-led Marcellus Investment Managers gets Sebi nod to launch mutual fund business
Marcellus Investment Managers has officially gained SEBI's green light to launch its mutual fund operations in India. This move opens up opportunities for the company to share its robust investment strategies with a wider market. The fund aspires to direct household savings toward reputable companies known for their governance. Saurabh Mukherjea highlighted the importance of transparency and making investments accessible to all, continuing the firm’s well-regarded research-driven philosophy.
Saurabh Mukherjea using market rally to hoard cash in smallcap portfolio. Will it pay off?
Saurabh Mukherjea, founder of Marcellus Investment Managers, raised cash and trimmed exposure in his small-cap-heavy Little Champs portfolio as small- and mid-cap stocks rallied in March. Concerned about valuations and decelerating earnings, he anticipates further corrections. He believes cash will help mitigate declines and provide opportunities to invest in quality stocks once the market stabilizes.
Saurabh Mukherjea picks these 7 small and midcap stocks, exits Info Edge
Mukherjea’s smallcap-focused Little Champs portfolio and midcap-oriented Rising Giants portfolio have delivered net returns of 17.5% and 24%, respectively, in FY24. He attributes this performance to improved earnings growth and adjustments within the portfolios.
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.
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."
Saurabh Mukherjea adds multibagger Tata stock, smallcap to portfolio
Saurabh Mukherjea recently added Trent Rainbow Children’s Medicare to his portfolios in Augusts. Shares of Tata Group-owned retailer Trent have more than doubled in just two years while smallcap Rainbow has more than doubled from its IPO issue price of Rs 506.
What to do when EPS grows 25-30% but portfolio falls 15%? Saurabh Mukherjea answers
Saurabh Mukherjea, Founder of Marcellus Investment Managers recommends buying shares of companies that have been consistently compounding earnings year after year, but whose share prices have remained stagnant or fallen. He gives the example of HDFC Bank which has doubled in size over the last three years, compounding at a rate of 22-23%, while its share price has only risen by 3-4% per annum.
Betting on bluechips, cheap stocks? Saurabh Mukherjea has a pro tip for starters
On whether he is more bullish on the market now than what he was in the beginning of 2022, the fund manager said his team spends very little time on thinking about the direction of the market.
Why Saurabh Mukherjea doesn't regret replacing ITC with Titan 2 years ago
“Share price action has no bearing on what we do. Whether it is ITC, Titan or HDFC Bank, the share price tells you nothing about the company. If the share price has gone up, you should not be happy. If the share price has gone down, you should not be depressed,” Mukherjea told ETMarkets in an interview.
Saurabh Mukherjea admits making two mistakes in his widely-tracked portfolio
Dalal Street's widely followed money manager Saurabh Mukherjea, who manages assets worth over Rs 9,000 crore, has written to investors detailing how he messed up in stock selection and position sizing of two stocks - Page Industries and ITC - in 2019-20.
Saurabh Mukherjea's formula to find stocks that can deliver 10x returns in 10 years
“Our job is to look for companies where the barriers to entry are absolute. There is very little competition to these companies and therefore their ROCEs (return on capital employed) are high because competition has been crushed by using a combination of clever business process and technology," Mukherjea said.
Nykaa most likely to emerge as great biz in 5-10 years; still not investing in Reliance: Saurabh Mukherjea
"Most of the new age tech do not make any money and have not ever made any money. Nykaa seems to be the best of these companies. But it is early days and we need to do far more work on Nykaa to figure out whether it is an investment proposition. But if you ask me, amongst the IPOs of this season, Nykaa seems to be the best managed and the most likely franchise to build a great business over a five to 10 year period."
Better to focus on business as stock price tells us nothing: Saurabh Mukherjea
“We are generally investing in companies which continue to be producing great results and if the results are mediocre over an extended period, obviously we will underperform and that is the reason I focus on the business rather than focusing on the stock price. The stock price tells us nothing. It is one of the biggest ironies of investing. The stock price has zero information value..”
Saurabh Mukherjea suggests two epic themes for long-term wealth creation
"If you want to be a little bit more aggressive, look for companies which are plays on the real estate recovery."
Stock with a PE of 100 can be cheap! Saurabh Mukherjea explains how
Saurabh Mukherjea said buying a stock at any price does not mean buying at any value.
Long & Short of Markets: Saurabh Mukherjea's tip on which stocks to buy in an inflationary environment
Market expert Saurabh Mukherjea says in such soaring cost inflation periods, a company’s dominant market presence can give it the advantage of pricing power.
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