PMS fund manager Saurabh Mukherjea, who runs Marcellus Investment, has tweaked his portfolios to add Berger Paints, Eris Lifesciences and Home First Finance to his midcap and smallcap schemes. After growing handsomely over FY24, the wheels of the broader corporate earnings seem to have come off in the last 2 quarters with BSE500 weighted average…
READ MOREPMS fund manager Saurabh Mukherjea-led Marcellus has picked up 7 new small and midcap stocks for its funds and exited Info Edge following a sharp rally in the last one year. Mukherjea’s smallcap-heavy Little Champs portfolio and midcap-focused Rising Giants portfolio have delivered net returns of 17.5% and 24%, respectively, so far in FY24. He…
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