Launching the new Balanced Advantage Fund, Nimesh Chandan, CIO, Bajaj Finserv Asset Management urges investors to participate in the wealth creation journey over the long term by investing in their uniquely designed mutual fund scheme.

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

Indian economy is on a sound footing vs global economy. By and large, India has remained insulated from hikes in global interest rates, voices Chirag Dagli, Fund Manager for Healthcare Fund, DSP Mutual Fund

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).

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.

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.

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

As we enter 2022, we have the risk of rate hikes and valuations. However, the Indian market has deepened for all start-ups and the outlook is bright for the longer term, asserts Alok Agarwal, Senior Fund Manager-Equity, PGIM India Mutual Fund.

As awareness levels have improved, investors are increasingly opting to invest in equities be it through direct, or mutual funds which includes ETF, says Chintan Haria, Head - Product Development and Strategy, ICICI Prudential AMC.

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

While long-term movements are guided by corporate earnings and economic growth, the near term can get influenced by a host of variables, with liquidity being one of them, says Alok Agarwal, Senior Fund Manager, Equity at PGIM India Asset Management Pvt Ltd.

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 

When investing in the ETF form, an investor has the flexibility to buy & sell the investment on the stock exchanges just like transacting a stock and in addition, he also gets access to all the benefits of investing. 

G Pradeepkumar CEO, Union Asset Management Company Private Limited