Interview with Harish Krishnan, Co-CIO and Head of Equity at Aditya Birla Sun Life AMC.

Can you explain Vaibhav Global Limited’s business model and its evolution? With four decades of experience, we have continuously evolved.

Interview with Anand Radhakrishnan, Managing Director, Sundaram Mutual Fund

Interview with Amitabh Mohanty, Managing Director and CEO of JM Financial Asset Management Ltd

Interview with Rashida Kalolwala, COO of Edelweiss Mutual Fund.

Interview with Sorbh Gupta, Senior Fund Manager (Equities), Bajaj Finserv Asset Management.

Interview with Avnish Jain, Head (Fixed Income), Canara Robeco Mutual Fund

Interview with Ravi Kumar Jha MD & CEO of LIC Mutual Fund Asset Management Limited

Interview with DP Singh, DMD and Joint CEO, SBI Mutual Fund.

Interview with Sunil Subramaniam, Managing Director and CEO of Sundaram Mutual Fund

If you look at the last four quarters or so in terms of key market trends, we have seen decent moderation in top-line growth. But on the other side

Consumption and investment are the two drivers of the India growth story, says Yogesh Patil, CIO (Equity), LIC Mutual Fund Asset Management Limited

Growth-wise and geopolitically, India's position is as visible and strong as it has ever been, which ensures that we remain a preferred destination for foreign investors, asserts Mihir Vora, Chief Investment Officer, Trust Mutual Fund.

In this exclusive interview, Mahesh Patil, CIO, Aditya Birla Sun Life AMC, elaborates about the existing equity and debt markets in India while comparing them to how the global markets are playing out

Large investors, including promoters and private equity investors, are liquidating or selling sizeable holdings, thereby increasing price volatility

In this interview, Marzban Irani, Chief Investment Officer - Fixed Income, LIC Mutual Fund, takes stock of the current market situation and shares some tips for investors with their sights on mutual fundsIn this interview, Marzban Irani, Chief Investment Officer - Fixed Income, LIC Mutual Fund, takes stock of the current market situation and shares some tips for investors with their sights on mutual funds

Taking into consideration the fact that some amount of consolidation or correction in the markets would be very healthy in the near term, Chandraprakash Padiyar, Senior Fund Manager, Tata Asset Management, is of the opinion that the overall outlook of the business environment in India is certainly positive

We believe India's growth story has already begun and the time is now. India is set to become third-largest economy in this decade, making it one of the biggest opportunities for growth.

As Anurag Mittal, Deputy- Head of Fixed Income, UTI Mutual Fund, indicates in this interview, fixed income mutual funds still offer a multitude of added benefits such as better transmission of policy rate changes with the possibility of mark-to-market gain in periods of interest rate cuts or faster re-pricing during periods of rate hikes

To avoid major downside, invest in companies with good corporate governance

Headline inflation has come down in the last few months, which is a positive factor.

The domestic interest rate also seems to be stabilising at the current level, suggesting that the valuation may bottom out at the current level.

Inflation has been declining from its peak due to a favourable base effect and fall in food prices.

Correction in the stock market, thus far, has largely been driven by the rising rate cycle, which leads to higher cost of capital and lower price-earnings multiple (PE ratio).

We are constructive on short-term prospects

It is recommended that investors adhere to their asset allocation plan in a disciplined manner, in accordance with their risk profile

While investing in an active strategy, you typically look at the investment framework of the fund manager and understand the style of investing.

The rural sector appears to be interesting.

There may be some near-term volatility on account of anticipated rate hikes and constrained liquidity

The markets are generally forward looking and these issues of high inflation and rising interest rates have been hitting the headlines for the last one year.

As a fund house we are conservative on taking credit exposure and we try to generate alpha through duration management.

Post rapid rate hikes by the RBI, the shorter end of the curve has reacted the most with corporate bond curve being almost flat one year onwards.

The Indian equity market outperformed the developed world markets in 2022 despite facing headwinds on growth, volatile commodity prices and rising inflationary pressures.

"Equity markets are a great way to build long-term wealth"

The Indian Economy is Seeing Resilient Domestic Demand

Brand Campaign For Mutual Funds Has Struck A Chord With Crores of Investor

Investors Should Look At Allocation From A Goal-Oriented Perspective

Corporate-Focused Banks Should Sustain Improvement In Profits

Capital Expansion is Likely to be Simulated

Investors Should Focus on Having Age Appropriate Asset Allocation

The markets may remain volatile in the near term on account of global factors like news flow on inflation and Federal Reserve rate hikes.

"Current Time Offers Both Value And Volatility"

We Remain Bullish On Domestic Economy-Facing Sectors

The momentum factor is a behavioural factor which involves buying stocks that have gone up in value over a defined period of time. The idea behind momentum is that this upward or downward trend would continue for some more time and can be used to generate return.

Given the current domestic and global scenarios, Sailesh Raj Bhan, Deputy CIO (Equity Investments), Nippon India Mutual Fund has some words of advice for investor.

The first quarter earnings of most companies were better than analyst expectations and this has helped the mutual fund sector, says A Balasubramanian, Managing Director and CEO, Aditya Birla Sun Life AMC Limited

Given the current phase of uncertainty in the equity and fund markets, investors need to make the right choices through well-planned strategies, advises Sanjay Chawla, Chief Investment Officer (Equity), Baroda BNP Paribas Asset Management India Private Limited. 

Given the uncertainty prevailing in domestic capital market, Parijat Agrawal, Head (Fixed Income), Union Asset Management Company (P) Limited, shares a few tips for investors. 

In the current scenario of international volatility and inflationary concerns, Rajiv Shastri, Director and CEO, NJ Asset Management Private Limited, offers some valuable guidance. 

Given the present inflation-led scenario, Prashant Pimple, CIO - Debt, JM Financial Asset Management presents his perceptions and advice in this interview. 

In this interview, Pranay Sinha, Senior Fund Manager (Fixed Income), Nippon India Mutual Fund, throws light on the status of the Indian debt markets and how the curve will shape up in time to come

The current rising yields present an opportunity for retail investors, expresses Puneet Pal, Head - Fixed Income, PGIM India Mutual Fund. 

Key threat to the healthcare sector is essentially more regulations & delays in the execution of government initiatives like Ayushman Bharat and National Digital Health Mission, expresses, Aditya Khemka, Fund Manager, InCred Healthcare Fund, InCred Asset Management.

Our advice to investors is to look through the volatility and stay invested in low to moderate duration funds, states Parijat Agrawal, Head - Fixed Income, Union Asset Management Company in this exclusive interview.

Since volatility is the name of the present game, Neil Parag Parikh, Chairman and CEO, PPFAS Mutual Fund, shares a few valuable tips for investors to remain afloat

With all the three engines of economy, namely, consumption, investment and exports firing together after a long time, George Heber Joseph, CEO and CIO, ITI Mutual Fund, opines that this is the right time for investors to take the mutual fund route

With the finance industry having done a tremendous job of educating investors on the importance of systematic investing, the collective interest in the equity and debt markets has certainly been rising which, according to Swarup Mohanty, CEO, Mirae Asset Management India (P), is creating a favourable environment for new investment products 

G Pradeepkumar CEO, Union Asset Management Company Private Limited

What was the idea behind the launch of a multi-cap fund at the current juncture and what led to such a huge , response from the investors?
 

The most important, if not only, factor of success for an asset manager is in having a consistent good performance track record for its investment platform.

Given the current buoyancy in the stock market, G Pradeep Kumar, Chief Executive Officer of Union Asset Management Company Private Limited, replies to queries about the future performance of the equity and mutual fund markets and the factors triggering the current rally along with a peek into the funds one must look out for 

As an AMC you have been there for over a year now and presently you have a total of nine mutual fund schemes.

September 2020 is the third month when we have witnessed a continuous net outflow from equity-dedicated funds. What is your view on such moderation in inflows and when can we expect equity investors to return?

Taking stock of the current financial situation where the economy and the equity markets seem to be moving in different directions, Prathit Bhobe, CEO and Managing Director, Tata Asset Management , provides some guidelines for the way ahead.
 

Canara Robeco Asset Management operates with a dynamic asset allocation strategy and as its CEO Rajnish Narula says in this interview, it involves the frequent adjustment of the weights of asset classes in a portfolio based on the overall market performance or the performance of certain asset classes 

On the equity front, India should fare better and recover in lesser time as compared to most of the other nations

It is only when the economy reaches a particular growth rate that everybody starts to derive gains out of it. For example, at 5% GDP only 30 per cent of the companies will do well and at 8% GDP probably all the companies will start doing well. It is going to be a slow transition. 

Market fluctuations and near-term negative returns have always remained temporary and as time progresses; they do get adjusted in one’s portfolio returns and builds a good experience.

In this growing world of transparency, active fund managers will have to find new skills for alpha generation and the job would get tougher. This has been a worldwide phenomenon and I don’t see India to be any different

A revival in the domestic investment cycle is very likely, which could result in earnings upgrade and re-rating of companies that pay full tax rate.

With its very intensive research-driven, bottom-up stock-picking approach guided by growth at a reasonable price (GARP) principle, Sundaram Asset Management Company has always adopted a consistent overarching sector view. In this interview, Managing Director Sunil Subramaniam elaborates about the company’s performance in a sluggish market and its overall vision about future growth

Vishal Kapoor 
CEO, IDFC AMC

The Best Asset Allocation Looks To Maximise Returns And Minimise Risks In Line With Investors Profile And Objectives

The investment in the ELSS not only provides deduction from the gross taxable income (upto the 1.5 lakh), but it also has the potential of ` extent of competitive returns through investment in equities.