Description
Mahesh Patil is the Co-Chief Investment Officer of Aditya Birla Sun Life AMC and one of the biggest names in the fund management space. He leads a team of twenty, comprising fund managers and analysts, managing around INR 88,590 crores in equity assets.
In this conversation with Karthik Rangappa, Mahesh talks about:
1. Overall macros of India and the factors that will influence growth
2. Earnings growth and corporate profits
3. The divergence between Nifty and Nifty small and mid-cap indices
4. The issue of pledged promoter holdings in mutual funds
5. Navigating quality and junk stocks
6. Passive investing and ETFs
In the first part of our conversation we spoke about absolute basics of factors investing and dove deep into the two major factors — low volatility (low vol) and momentum. We spoke about why these factors exist and the explanations, return expectations, and how to use them in an asset allocation...
Published 02/12/24
Asset allocation is one of those fancy-sounding terms. We all keep hearing about it non-stop everywhere, but very few investors think about it, and even fewer have a sensible asset allocation that works for them. At its simplest, asset allocation is not putting all your eggs in the same basket....
Published 01/17/24