SAURABH MUKHERJEA STOCKS
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.
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.
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SIPs in the red: Should you stop, stay invested or invest more?
Systematic Investment Plans are designed to mitigate market volatility, but prolonged weak equity markets affect their effectiveness. Investors should not stop their SIPs even if returns are negative, as it allows for purchasing more units. Assessing the performance of mutual funds is essential during periods of weak returns. SIPs can also be used for various mutual fund categories beyond equities.
September demat account additions fall to 2.89 million amid market selloff
September saw a decline in demat account openings, falling to 2.89 million, which is an 11.5% reduction compared to the previous month. Nevertheless, over the September quarter, a record 9.04 million accounts were established. Despite experiencing its most significant monthly losses in five months, the stock market maintained investor interest, supported by robust IPO activity and a steady 135 million unique investors.
Trent surges 13% to 2-year high after strong Q2 update
Trent, the prominent Tata Group retailer, experienced a notable spike in share prices as it unveiled impressive second-quarter results. The company reported a significant 23% year-on-year revenue growth, amounting to ₹5,788 crore. This development led brokerages to enhance their forecasts and issue favorable ratings. Additionally, Trent celebrated the launch of its 1,000th Zudio store, reflecting productivity gains.
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.
Why junk bonds deliver equity-like returns but with far inferior volatility, explains Saurabh Mukherjea
High-yield bonds, often labelled “junk”, have historically delivered a large share of stock market returns with lower volatility. Saurabh Mukherjea explains how coupons, seniority in repayment and diversification can make them useful in portfolios.
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 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.
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."
Saurabh Mukherjea takes cue from Brad Pitt film to launch quant fund
The selection of stocks, which is done using a Python code, begins with forensic screening and looking for companies with low leverage and consistent profitability. The portfolio combines uncorrelated factors like quality and value to lower downside risk.
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..”
Our focus is on dhandha and not on the share price: Saurabh Mukherjea
“There are three sectors where I am seeing very elevated levels of board room aggression – lenders, IT services and specialty chemicals. Over the next one to two years, our contra call is the whole gamut of quality financials giving good returns over the next couple of years.”
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."
Only 1 out of 10 IPOs will become great compounders: Saurabh Mukherjea
“Consolidating decade after decade and generating high amounts of cash flow is so tough that out of 5,000 listed companies, barely 50 are able to do this. That is what will happen to the new spate of IPOs as well.”
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.
Saurabh Mukherjea's favourite midcap bet for a post-Covid world
"Whether you buy cleaning products and personal care products through Unilever or P&G, ultimately the raw material is coming from Galaxy Surfactants."
Saurabh Mukherjea is hoping his latest big bet will turn out to be a multibagger
Shareholding pattern of the stock reveals retail investors are yet to discover this gem even though four mutual funds have lapped it up already. The speciality chemicals stock is part of Saurabh Mukherjea's Little Champs portfolio.
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