Saurabh Mukherjea Explains Marcellus' Performance Across Funds | TSKS Clips

Saurabh Mukherjea answers the question: Is he a Buy At Any Price Investor?

Saurabh Mukherjea latest | Saurabh Mukherjea latest interview

Disclaimer: Nothing in this video or on this channel is investment advice nor a recommendation to or not to buy, sell or hold any security. Please do your own due diligence and consult a financial advisor before dealing in any security. This video is for information purposes only.

[prashanthsikhamani]

I generally start looking at a company when they sell. It will do way better. Point and case ITC

[itsamarnath]

Saurabh is a great sales man but he doesnt often walk the talk. He came on stage, displayed the Relaxo chappal and spoke dramatically about it but exited in a few quarters. He probably entered at 100 PE mark and its still a super expensive stock..

There are many such examples.. They recently exited Amrutanjan, Vmart..

Heard they exited Galaxy Surfactants and Metropolis too

[kaustavkhamrui]

Final match you perform. what happening?

[parthshah]

He is 90% salesman and 9% book author and 1% fund manager.

I am not demeaning or trying to malign his funds. But this is clearly visible in numbers everywhere.


Recently he exited Rhi Magesita

upon puchase of rhi few months back, i called ashwin his fund manager and asked him about it looks like overpriced purchase

he said no its part of big infra story blah blah
next week Rhi Tanks 200 points


and now they exited. I asked them why now and what is cost ?


Answer was internal politics within the stock picking team caused this harm


i am desperatley trying to move out, hopefully soon

[kccherian-pt]

Saurabh Mukherjea is very good at marketing and explaining concepts of stock picking, etc etc. But when it comes to actual performance, Marcellus is the worst performing PMS in India and investors are exiting fast after realizing their mistake in investing in Marcellus PMS. The numbers speak for themselves. Marcellus is making around 2% commission from investors, so they are getting richer, although the investors are losing out. Which is why even existing investors are exiting their PMS

[jubairmazumder]

People who don't understand valuation bound to underperform

[TV-ptfw]

What happens in products rising giants and kings of capital . His happy showing self as a courageous and not showing the performance.

[vikramchauhan]

Rising giants portfolio is not even positive for best part of two years....
Forget about compoinding

[arnabbhattacharya]

Why's your channel named Sensei Kujaku ?

[sathyakumarn]

One of the overvalued fund managers of India

[vikramchauhan]

They doubled on lal path divis lab....they have been suicidal

[prakashmajumdar]

Worst performance in all his funds. Better to invest index fund to get much higher returns than his PMS. Good at talking.

[Livetradingwithrachit]

Great salesman, nothing to show for in results. Investing in nifty is better than his useless portfolio. Got 1 pic right in Trent and see the arrogance