S Naren

Froth fades in Smallcaps, but outsized returns still unlikely, says S Naren

While the correction has made smallcaps more investible, they are far from cheap and best approached through asset allocation, says S Naren

From hunting upside to managing risk: S Naren on navigating today’s markets

The celebrated CIO of ICICI Prudential Mutual Fund, with over Rs 10 lakh crore AUM and a two-decade record of 20 percent annualised returns shares his playbook for risk, valuations and opportunity spotting in a changed market cycle.

S Naren sees 90s-style boom-bust risk, says large caps are the only safe harbour

ICICI Prudential AMC CIO S Naren warns against chasing frothy IPOs, urges investors to guard portfolio quality, liquidity, and size.

Investors are the new bankers, markets resemble ’90s boom that went bust, warns S Naren

ICICI Prudential’s veteran CIO says retail and institutional investors are now driving India’s capital allocation, raising fears of mispricing and overexposure to equities.

S Naren’s new investment mantra: Take the 10% and run

As valuations stretch, the ICICI Prudential's chief investment officer S Naren says he is happy to take smaller, sure-shot gains.

Whiteoak Capital on why starting SIPs early always beats timing the market

A note by Whiteoak Capital made a case for SIPs, and said that the 'Cost of Delay' of starting late can be huge over the long term and the longer the market takes to reach the bottom, the higher the 'Cost of Delay.'

ICICI Pru’s S Naren asks investors to protect 5-year gains, says midcap, smallcap stocks overvalued

ICICI Pru CIO S Naren urged investors to protect gains made over the last five years, warning that mid- and small-cap stocks are highly overvalued. He recommended a diversified asset allocation strategy to manage risks.

Don’t panic, just SIP

While Naren's comments on valuations of small and midcap stocks are valid, an average mutual fund buyer cannot time the market like an expert fund manager

Veteran CIO S Naren’s remark on SIP risk in small and midcaps allegedly deleted, say social media users

The video address on the IFA Galaxy YouTube page was allegedly edited and re-uploaded, according to some social media users who had heard the original speech.

How S Naren's "sound strategy" resulted in a disaster in the nineties bull run

In the book written by Safir Anand, the fund manager explains why an investor needs to respond to the reality of the market and not be rigid in his/her approach

Positive on power stocks but not on public-sector as a whole, says S Naren

Power generation companies are very few, so all of them will do well for the next two to three years because there is virtually no capacity at this point, Naren says.