Fund Manager

Public AI trading contests show leading models still struggle to beat markets consistently, highlighting limits of generative AI in fund management

Nilesh Shah of Kotak Mutual Fund shares his take on whether artificial intelligence can truly outperform human expertise in investing.

Indian equities are consolidating valuations and recalibrating expectations about earnings, putting investors in a familiar dilemma: Lean into optimism or retreat with caution?

India's top fund managers expect the domestic equity market to move into a steadier, earnings-driven phase after a prolonged period of sharp rallies followed by 13-14 months of consolidation

Places beyond top 30 cities become a major source of business

The leaders of some of the country's largest fund houses said that the momentum in MF inflows could take assets under management (AUM) past Rs 100 trillion in two to three years

Small and midcap segments show signs of bubble-like valuation and other segments are more reasonable, they said while discussing 'Is the Market in a Bubble Zone?'

This period of growth came after the 2017 reclassification of active equity schemes - a reform that made it easier for investors to identify the top performers across scheme categories

Quality investing focuses on stocks with strong fundamentals, like high return on equity and low leverage

Investment strategy based on specific characteristics has become popular among fund houses and investors

Any trader with a liability of over Rs 10,000 in the form of capital gains had to pay advance tax this month. Additionally, losses can be set off against capital gains

Heavy inflows have sent the Nifty small cap 250 index surging 71% over the past 52 weeks and lifted the Nifty mid cap 100 index 64%. That far exceeds the benchmark Nifty's 28% rise

With the likes of Microsoft Corp. and Nvidia Corp. all but owning 2023's bull run, money managers faced a dilemma

Jitendra Arora, senior executive vice-president and fund manager for equity at ICICI Prudential Life Insurance expects earnings growth for FY24 & FY25 to be around 24% and 14%, respectively.

Timing entry and exit in a single-factor fund is impossible

Fund managers attribute this outperformance to a broad-based recovery in the market and a sharp surge in mid-caps and small-caps

The currency will probably strengthen to 80 per dollar by the end of the year, according to Namrata Mittal, chief economist at SBI Mutual Fund

Alexander will also head his father's foundations

The names included in 'top funds' are Terry Smith's Fundsmith Equity, , Fidelity and HSBC

50% of dynamic bond funds' average maturity at less than 5.5 years, the rest higher