PMS fund manager Saurabh Mukherjea, who runs Marcellus Investment, has tweaked his portfolios to add Berger Paints, Eris Lifesciences and Home First Finance to his midcap and smallcap schemes. After growing handsomely over FY24, the wheels of the broader corporate earnings seem to have come off in the last 2 quarters with BSE500 weighted average PAT growth moderating to single digit in Q2.