Changes to the Rising Giants PMS portfolio (as of July 31, 2024) Addition of CMS Info Systems Limited: CMS is a business services company with...
TII has competitive advantages in its various businesses & delivered 19% CAGR in EBIT & 25% CAGR in PAT over FY19-24. ROCE/ROIC is 21%/25%. It...
Saurabh Mukherjea has added 4 small-cap stocks to Little Champs Portfolio which are favourites of Dolly Khanna, Ashish Kacholia, Shyam Sekhar,...
Saurabh Mukherjea's Team Marcellus has explained that the RBI's decision to increase risk weights in unsecured credit and NBFC credit from 100% to...
Metro Brands is added to the Rising Giants portfolio. Metro is the largest, fastest growing & most efficient footwear retailer in India with...
Cera, a proxy for the realty sector, has been added to the Little Champs Mid-Cap portfolio. The Co has grown revenues at 11% CAGR over the last 5...
Saurabh has always been a fan of Divi’s Lab, the blue-chip Pharma multibagger stock and buys it whenever it is in the doldrums. “We quadrupled...
Saurabh Mukherjea’s Little Champs portfolio has added RHI Magnesita, a Mid-Cap MNC stock with 55% promoter holding. The Company has a dominant...
HDFC Bank was for the past 35 years running on one leg as it could not do mortgage business. After the merger, it is on a level footing with other...
LTTS (stock reco by Saurabh Mukherjea & Hiren Ved) is recommended SELL because acquisition of SWC lacks synergy benefits & is EPS Neutral....
Saurabh Mukherjea has been facing heat from investors due to the underperformance of the various schemes in the Marcellus PMS Funds. Some...
Saurabh Mukherjea was earlier a big fan of Public Sector Undertaking (PSU) stocks. A few years ago, he had recommended Coal India on the ground...
One of the biggest grievances of new investors is that the stock price moves in the opposite direction after they take the trade i.e. the stock...
Saurabh Mukherjea's 'Rising Giants' portfolio of mid-cap stocks has underperformed the Benchmark (-19.4% vs -2.8%). He has pointed out that two...
"We are delighted that investors are selling Divi's Labs. We are buying it on a daily basis": Saurabh Mukherjea has explained that no other Indian...
Correction has nothing to do with India's fundamentals Saurabh Mukherjea first dealt with the difficult question as to whether high P/E stocks...
Which new-age stocks have deep Moats? Saurabh Mukherjea of Marcellus PMS Fund is renowned for his mastery in identifying Moats in old-age stocks....
Saurabh Mukherjea explained the reasons for adding Home First Finance to the portfolio. He explained that there has been a spectacular increase in...
Saurabh Mukherjea, the fund manager of Marcellus PMS Fund, has given a detailed explanation in the ET as to why he chose to remove La Opala from...
“Our strategy is a win-win in the long term”: PMS Fund Manager who earned 9% in April reveals his investment strategy & top small-cap stock picks....
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