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 has attributed the performance to improvement in the earnings growth and rejig in portfolios.
In the midcap fund, he said in a note to investors, the portfolio has been titled more towards smaller market-cap names with better valuations and scope for making higher IRRs than some of the largecap incumbents.
Smallcap Grauer & Weil has found a place in both Little Champs as well as Rising Giants schemes.
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