Top PMS fund manager Saurabh Mukherjea, managing nearly Rs 6,000 crore at Marcellus Investment Managers, has added smallcap and midcap stocks Ahluwalia Contracts and Clean Science & Technology to his portfolio while exiting Eureka Forbes after a 30% profit in nine months. His Little Champs portfolio has yielded a 17.66% return, while the Rising Giants portfolio is up about 23% in FY25. Mukherjea credits the portfolios’ success to improved earnings growth and strategic exits from underperforming stocks. He views opportunities in construction and chemical sectors as promising for future growth.