Fund Manager

These few money managers have the right emphasis on fundamentals, willingness to turn contrarian, with a longer-term view in sight, said Morningstar.

Markets focused on trade, not tension, say leading foreign fund managers

India is acting responsibly, doing what’s necessary for national security while keeping the messaging clear, says a fund manager

Personal Finance : It’s time to start questioning your fund manager

The inability of the vast majority of actively managed mutual funds to outperform their benchmarks consistently year after year is beginning to loom large 

Short Call | Jittery undertone confuses fund managers; Gravita, Info Edge, Coal India, IDFC First, CDSL in focus

One trend that could play out in the near term is the shift to largecaps, as fund managers try to avoid volatility to the extent possible

Fund managers bullish on global growth

The median real GDP growth estimate for the US economy has been upped from 1.4 percent for 2024 and 1.8 percent for 2025 at the FOMC’s December 2023 meeting to 2.1 percent growth for 2024 and 2 percent growth for 2025 at the Wednesday meet

Is a hedge fund more than its founder?

The alternative asset management industry has long grappled with a succession and longevity problem. Reinventing or selling the business at least beats fast-tracking it to a historical entry in Wikipedia

Fund managers’ allocation to China falls, but India and Japan gain

If the conflict in Israel-Palestine does not spread, we could have a Santa rally at year-end 

India’s biggest fund manager sees rupee ending five-year slide

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, its first annual appreciation since 2017.

Why this fund manager believes that underweight financials may be the next decade's winning strategy

Nafa Asset Managers CEO Balaji Vaidyanath says the sector may have to make way for non-lending counterparts as well as manufacturing, IT and other emerging segments

Fund managers’ sentiment improves, but stagflation looms over global macro horizon

Bank of America survey of global fund managers finds ‘Long Chinese equities’ is now the most crowded trade 

What to do when your fund manager quits?

If after a few quarters of a fund manager’s exit, there is a deterioration in the fund’s relative performance or major changes in the funds style/strategy, then it is better to consider exiting.

Personal Finance: How to shockproof your investment from fund manager’s exit

The judging process in asset management is similar to doing a product quality check in manufacturing. Here are some overarching pointers for you to keep in mind to track your portfolio 

Prashant Jain quits HDFC AMC; A look at his career, investment philosophy & life | mutual fund news

Prashant Jain, one of the world's longest serving fund managers, has hung up his boots after 31 years in the fund management business. Sumaira Abidi recounts the decisions that gave him legendary status within the industry.

10 large, mid and small-cap stocks that mutual funds bought and sold in June

Equity fund managers added stocks from the banking, financial and infra segments and exited from stocks in the FMCG and chemicals sectors

DAILY VOICE | Tejas Gutka of Tata MF shares 4 reason why he is constructive on Indian market

The ideal strategy always is to hold a diversified portfolio and focus on asset allocation rather than entry and exit. Timing, as enticing as it is, is an extremely challenging endeavour, says Tejas.

Nifty earnings likely to see growth in FY21 against earlier expectations of de-growth: Amit Ganatra of HDFC AMC

Q3FY21 has turned out to be one of the best earnings seasons in last six years (since September 2014) with profit after tax (PAT) growth of nearly 32 percent, says senior fund manager at HDFC AMC.

What should you do with mutual fund investments when fund manager or CIO quits?

If your fund house lacks processes and over-relied on the individual fund manager, then it might be the time to move your mutual fund investments

The equity-oriented mutual fund industry has itself to blame for the outflow

Record outflows when markets are touching new highs is not only a sign of profit booking by investors but also fund managers who have read the market wrong.

SEBI’s new conduct rules much needed but fund managers may turn risk-averse

The market regulator is reacting to cases of governance lapses at some mutual funds with a new code of conduct

More pension fund managers by December, expense ratio to be relooked: PFRDA

At present, there are seven fund managers and the expense ratio is among the lowest in the world

The Market Podcast | This fund manger who manages Rs 70k cr AUM has valuable advise for Robinhood investors

One message that I would like to kind of convey is that ultimately money is made by investment, not by trading. There’s a minuscule minority of people who actually make money trading on a consistent basis.

Franklin Fiasco: This fund manager sees possible redemption pressure on equity funds

The quality of the portfolio and robustness of the process should have greater importance than the brand name or size of AUM or AMC, says Pankaj Pathak of Quantum Mutual Fund.

18 stocks from top 5 PMSes outperformed Nifty in FY20; worth a look?

The stocks that most portfolio managers trust the most include HDFC Bank, Page Industries, Asian Paints, Pidilite Industries, Berger Paints, HUL and ICICI Bank.

Managing over Rs 2,400 cr, these fund managers are putting money where their mouth is

The investment approach should always be bottoms-up and therefore what happens to Sensex, and Nifty should not be given any importance, suggest experts.

Skype, specialized phones, remote applications: How ‘quarantined’ MF managers sync up for workplace decisions

While most fund managers and analysts have shifted to working from home entirely, some dealers went to offices last week