SECTIONS ENGLISH ET APPS ET PRIME E-PAPER CLAIM YOUR TIMESPOINTS FOLLOW US SIGN-IN

ET Markets News LATEST NEWS Share price of ACC Ltd. falls as Nifty drops

Business News › Markets › Stocks › News › Stocks that held the fort for 3 best performing PMSes in last one year Search for News, Stock Quotes & NAV's
FEATURED FUNDS 5Y RETURN
3.76 %
Benchmarks NSE Loser-Large Cap INVEST NOW
Stock Analysis, IPO, Mutual
★★★★★
Funds, Bonds & More
Sensex LIVE M&M
30,978.02 -144.87 382.30 -18.15 Market Watch

Stocks that held the fort for 3 best

performing PMSes in last one year
p Growth Stocks Attractiv
BSE benchmark Sensex is down 17 per cent for last three months.
Pharma 873.00 3.20% HPCL
By Rahul Oberoi, ETMarkets.com | Last Updated: May 15, 2020, 10.46 AM IST Save
ce Technolog… 641.20 -0.19% Coal India
0
Comments Ind. 178.00 -0.20% BPCL

ndia 800.25 -0.77% ITC

Best-1---Shutter Shutterstock.com
Anand Rathi’s MNC Portfolio gained
12.30 per cent in last one year. The
fund invests in multinational companies
listed in India.
Related
How 7 Hrithik stocks have hijacked
Nifty away from Salman’s six-pack
PMSes thrilled rich investors in April
with up to 26% returns
A D-Street veteran’s survival tips for
stock investors in post-Covid world
months and 14 per cent for last one year till April 30. The
index gained 15 per cent last month.
Multicap strategies of portfolio management schemes
(PMSes) have rewarded rich investors handsomely,
despite last year’s tumultuous run in domestic market.
Saurabh Mukherjea’s ‘Marcellus Consistent Why follow tips? Choose your winners
rationally in 3 simple steps!
Compounders delivered 16.60 per cent returns to
investors for last one year till April 30, 2020. The strategy START NOW
advanced 8.50 per cent last month after declining 8.50
per cent in the previous three.
Most Read Most Shared
BSE benchmark Sensex is down 17 per cent for last three
5 reasons why FM Nirmala Sitharaman’s stimulus
failed to impress stock market
How 7 Hrithik stocks have hijacked Nifty away from
Salman’s six-pack

NSE BSE
The scheme’s top holdings included HDFC
Company Summary Ahead of Market: 12 things that will decide stock
Bank, Asian Paints, Nestle and Pidilite action on Friday
Whirlpool Of… -10.25 (-0.53%) Industries.
Stocks in the news: Cipla, Aurobindo Pharma, GMR
Infra, Indiabulls Real Estate and Ashok leyland
NIIT Technol… 8.50 (0.63%)
Mukherjea in an earlier interaction with
More »
ETMarkets.com said he looks for companies
that grow at a sustainable pace while maintaining a healthy level of capital.

In the current market, select financial players like Bajaj Finance, HDFC Bank and Kotak
Mahindra Bank and auto stocks look attractive to the market veteran. DISCOVER MUTUAL FUNDS

In the wake of Covid-19, Marcellus continued to focus on existing leaders which are likely All Mutual Top Tax
Funds Saver Funds
to disrupt or innovate their businesses to ensure that their leadership positions cannot be
challenged.
Better Than Low Cost
Fixed High Return
Kotak’s Pharma strategy is next on the list. The ongoing momentum in the sector helped Deposits Funds

the fund to deliver 16.20 per cent return in last one year. NAV of the scheme has jumped
26.10 per cent in last one month and 15.40 per cent in last three.

The strategy aims to capture opportunities in pharma and healthcare-related stocks. Top
holdings of the scheme as of April 30 included Sun Pharmaceutical, Dr Reddy’s
Trending in Markets
Laboratories, Aurobindo Pharma, Divi’s Laboratories and Lupin.
IPO Allotment Status Stock Screener Sensex
Anshul Saigal, Fund Manager, Kotak Portfolio Management Services, told ETMarkets.com Stock Market Stock Recommendations IPO

that the outlook on regulatory overhang is turning favourable for the pharma sector and Upcoming IPO Gold Rate Top Gainers

that has created hopes of earnings recovery. Rupee vs Dollar Share Market Silver Price Nifty 50
Nifty Bank Infosys Share Price Crude Oil Price

“Pricing pressure is behind for the sector. Valuations are looking highly attractive after five
years of underperformance. The sector is likely to attract lots of investment due to Covid-
19 pandemic. We believe pharma is getting re-rated,” Saigal said.

Nifty Pharma index gained 30 per cent last month, but is still down 0.80 per cent for last
one year till April 30.

Anand Rathi’s MNC Portfolio gained 12.30 per cent in last one year. The fund invests in
multinational companies listed in India.

Its top holdings included Nestle India, Hindustan Unilever, Whirlpool NSE -0.53 % of India,
Pfizer, Abbott India, Bata India, NIIT Technologies NSE 0.63 % , Johnson Controls – Hitachi
Air Conditioning India, Grindwell Norton and SKF India.

PMS Fund Manager Mayur Shah said 80-90 per cent of MNCs in India are debt free with
positive free cash flow. They are cash rich and provide regular dividend to investors.
“Therefore, they can survive in cyclical slowdown. These are tried and tested business
models.”

Read more on Stocks To Buy Hitachi Air Conditioning India Johnson Controls Whirlpool

NIIT Technologies Nifty Pharma

(What's moving Sensex & Nifty? Track Latest Market News, stock tips and expert
advice on ETMarkets.)

Comments Add Your Comments

Search News, Stock Quotes & NAV

Browse Companies
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z | 1 2 3 4 5 6 7 8 9

TRENDING NOW POPULAR CATEGORIES

Vodafone Idea share price RIL share price Gold rate today Stocks IPOs/FPOs Markets Data Market Moguls Expert Views Technicals

IndusInd Bank share price Palm oil price SBI card share price Commodities Forex Bonds Stock Game Webinars Sitemap Definitions

Why is crude oil price falling TCS share price SBI share price RCom share price

YES Bank share price RIL share price

HOT ON WEB IN CASE YOU MISSED IT

Biocon Q4 results Atmanirbhar abhiyan Coronavirus LIVE news Sensex today GST Collection Jet Airways share price Crude Oil Price Tata Motors Share Price

Gold rate today Coronavirus impact on crude oil price Upcoming IPO ICICI Bank Share Price SEBI Best Mutual Funds to Buy
Coronavirus impact on economy Coronavirus impact Breaking news Sensex NSE BSE Stock Market

SBI share price YES Bank share price SGX Nifty Sensex Live

IRCTC share price Infosys share price Rupee Aadhaar Card

ET VERTICALS MORE FROM OUR NETWORK

Auto News Retail New Health News Telecom News Energy News IT News इकनॉिमक टाइ ઈકોનોિમક ટાઈ સ Pune Mirror Bangalore Mirror

Real Estate News Marketing & Advertising News Technology News CFO News Ahmedabad Mirror ItsMyAscent Education Times Brand Capital

IT Security News Mumbai Mirror Times Now Indiatimes महारा टाइ ಜಯ ಕ ಟಕ

AdAge India Eisamay IGN India IamGujarat Times of India Samayam Tamil

Samayam Telugu Miss Kyra Bombay Times Filmipop MX Player

Newspaper Subscription Times Prime Colombia

OTHER USEFUL LINKS SERVICES

About Us Subscribe to ET Prime Subscribe to ET Ad-Free Buy car Bikes in India Used Cars Longwalks App

Book your Newspaper Subscription Create Your Own Ad Advertise with Us

Terms of Use & Grievance Redressal Privacy policy Contact Us RSS

FOLLOW US ON DOWNLOAD ET APP

 SUBSCRIBE TO BECOME A
OUR NEWSLETTER MEMBER

Copyright © 2020 Bennett, Coleman & Co. Ltd. All rights reserved. For reprint rights: Times Syndication Service