Search

Riding on volatile small- & mid-cap spaces

An insight into the portfolio of Soumendra Nath Lahiri of L&T fund house


  • TweetTweet
  • LinkedinLinkedin
  • FacebookShare
 

A fund manager's decisions about buying and selling stocks are largely based on extensive research and analysis as well as due diligence. In a bid to generate good returns continuously, they keep gathering valuable insights about the market and companies, as well.

Get updates from Value Research in your inbox

Today, we take a deep dive into the portfolio of well-known fund manager of L&T fund house, Soumendra Nath Lahiri, who takes care of over Rs. 31,000 crores across nine funds, including L&T Emerging Business. He primarily focuses on the companies that have strong economic moats and are undervalued, under-owned and under-researched, yet have the potential to deliver strong growth.

Small- and mid-cap stocks have been beaten down over the last one year. Against this backdrop, let us see how this small- and mid-cap specialist has positioned his portfolio.

Are you missing an opportunity to invest in great stocks at low valuations? There are thousands of listed companies in India and yet only a handful that are worth investing at a particular time and at a particular price.


Our equity team has sifted through hundreds of companies and selected stocks that you should invest in. This list now has 38 stocks on it, and new ones are being added every month. Thousands of our members are using stagnant equity markets to buy great stocks at low prices. Membership of Value Research Stock Advisor is available at a 40% to 60% discount. Learn more and become a member

comments powered by Disqus