Swati Kulkarni

Good companies on the principle of ‘never waste any crisis to bring desired changes’ have reduced costs, strengthen the balance sheet, and are likely to thrive by gaining market share, says Kulkarni.

In these uncertain times, invest through SIP, STP in equity MFs to build wealth: Swati Kulkarni

Disciplined investment is the mantra to meet goals rather than letting fear deterring you away from the destination, says Swati Kulkarni.

Here's a fundamental check on markets by UTI MF's Swati Kulkarni

Watch the interview of Swati Kulkarni of UTI MF with Prashant Nair and Ekta Batra of CNBC-TV18. She shared her reading and outlook on the market.

'Heartening that people have understood importance of SIPs'

Speaking to CNBC-TV18, Swati Kulkarni of UTI Mutual Fund, that the SIP route for investments was not very popular earlier, but the mutual fund industry is now clocking an SIP book of nearly Rs 4,500 crore a month.

Look at pharma with 2-3 yr view; prefer pvt banks: UTI MF

Market in yesterday‘s trade rallied owing to the gains from healthcare stocks. Swati Kulkarni of UTI MF said that pharma companies are going through the remediation process and after they US FDA approvals, the pharma stocks will perform well.

Telcos with stretched balance sheets to face problems: UTI MF

Given the type of competition now, specially on the data front, it is quite clear that players with stretched balance sheets will have problem if this continues for a while, says Swati Kulkarni, of UTI MF on the Indian telecom industry.

Demonetisation may postpone earnings recovery to FY18: UTI MF

Due to the cash crunch the recovery in earnings is likely to get postponed to FY18 and uncertainty is likely to cloud the domestic potential in the near term, says Swati Kulkarni, Executive Vice President and Fund Manager of UTI MF.

Positive on retail financing, consumer-facing cos: UTI MF

As global volatility continues on account of factors such as US Presidential elections, Swati Kulkarni of UTI MF says any correction can be used as a good entry point by investors.

Good rains, pay hikes to cushion global tremors: UTI MF

A favourable policy regime and robust business environment have made India a preferred destination for global money managers, says Swati Kulkarni, Executive Vice President and Fund Manager at UTI Mutual Fund in an interview to Moneycontrol.

Earnings trend positive; see 25-50 bps rate cut in FY17: UTI MF

Although one cannot totally rule out rate cut by the RBI in the upcoming meet on Ocotber 4, the odds are in favour of rate cut in later, said Swati Kulkarni, Exec VP & Fund Manager, UTI MF.

UTI Mutual Fund upbeat on construction, cement and auto

The monsoons, Seventh Pay Commission and government spending in roads have been major triggers for markets. She is bullish on domestic cyclicals, namely, construction, cement and auto sectors.

Benefits of monsoon, govt push likely in H2FY17: UTI MF

The benefits of a good monsoon coupled with the government thrust in rural, railways, infrastructure and other areas will be seen only in the second half of fiscal year 2017, said Swati Kulkarni of UTI MF.

Chances of Brexit low; Indian markets to stay calm: UTI MF

Kulkarni also spoke of the fourth quarter earnings, saying they have mostly been in-line with expectations especially for the auto and cement sectors.

Growth in banking sector to be driven by retail segment:UTI MF

Giving her market and sectoral outlook, Swati Kulkarni told CNBC-TV18 that earnings are going to be better for FY17 than FY16 and expects rural side of the economy to pick up on the back of a good monsoon.

Avoid metals, PSBs safe bet as 2-3 year investment: UTI MF

In an interview with CNBC-TV18, Swati Kulkarni, Executive VP and Fund Manager at UTI MF said that although inflows in mutual funds have slowed down but as UTI has retail investors backing funds, investors have not panicked even though returns have been negative since last one year.

Smallcap outperformance may reverse in '16: UTI MF

Swati Kulkarni, Executive Vice President and Fund Manager, UTI MF is still cautious on pharma space and says one needs to have a stock specific approach there.

Mkt has factored 25 bps rate cut; avoid metals: UTI MF

Swati Kulkarni, Executive Vice President and Fund Manager, UTI Mutual Fund, suggests a strong avoid call on metals, despite their decent valuations.

See earnings recovery in H2FY16; OW on auto, cement: UTI MF

The house would continue with the business of investing even in current volatile scenario and in fact would take this as an opportunity to do some bargain hunting, says Swati Kulkarni of UTI MF.

Have constructive approach on mkt, don't chase beta: UTI MF

The house has been focused on allocating stock specific portfolios rather than chasing beta, says Swati Kulkarni of UTI MF.

Look at auto, cement with 2-3 years view: Swati Kulkarni

Swati Kulkarni, Executive Vice President and Fund Manager at UTI Mutual Fund is of the view that one may look at auto and cement space with 2-3 years view.

Mkt presenting buying opportunity; likes cyclicals: UTI MF

Metals too are globally driven and with China too moving from investment led economy to consumer driven, there is need to have a cautious approach there, says Swati Kulkarni of UTI MF.

See pharma, IT as good defensive bets: UTI Mutual Fund

From a tactical perspective the pecking order would be private banks, NBFCs and public sector banks, says Swati Kulkarni, Executive Vice President and Fund Manager at UTI Mutual Fund.

Buy every correction; see uptick in MHCV, like banks: UTIMF

Swati Kulkarni, vice-president and fund manager, UTI MF believes valuations of banking stocks continue to be supportive and the sector is likely to outperform. From a growth perspective, private sector banks are better placed in terms of capital adequacy, but from a valuation point of view, large public sector banks may do better.

Prefer cement stocks, says Swati Kulkarni

Swati Kulkarni, Vice President and Fund Manager of UTI Mutual Fund prefers cement stocks.

Fiscal deficit, legislative reforms to drive market- UTI MF

Fiscal deficit and legislative approvals to the recent reform measures announced by the government will be the key factors to drive the future movement of the market, a top official of UTI Mutual Fund said here today.