Naren Sankaran is a good contrarian fund manager. Maybe great. Frankly I would love to have SN as my portfolio manager than as my MF manager. There are too many restrictions on Mutual funds and fund managers are still constrained by all that. Having said that I know that some shares that SN would like […]
Nagnath, or rather DSP’s Nagnath as he was known in the industry for the past 15+ years will no longer be with DSP. An awesome manager and a fantastic communicator, he had a very good sense of the markets, investor behavior and was one of the excellent CEOs in the industry. DSP will surely miss […]
as a person following the India mutual fund industry we have always said ‘Indian managers have created a lot of alpha’. Going forward will they do it? http://economictimes.indiatimes.com/wealth/invest/will-mfs-continue-to-give-more-than-markets-find-out-what-financial-experts-say/articleshow/57956546.cms
It must have been in 1998/9 when I heard about SIP for the first time from Suraj of Franklin Templeton – he now is the boss man in UTI. A fan of SIP me and many others like me have been espousing the cause of SIP for the past 20 odd years. It is a […]
Make no mistake about this – the mutual fund industry is booming. Every fund house is making a lot of money – or is hoping to make a lot, lot more money in the near future and hence the rush for new fund houses to be set up. We are still not seeing any major […]
Wherever I go I am asked one question: How often should you evaluate a fund and what should you do about it? My answer: I wish I knew how to answer this question. I do not believe that the mathematical fund evaluation makes any sense unless you understand how a fund manager operates. You have […]
I meet many IFAs as a part of my profession. It is impossible to find ANY IFA speaking like an IFA. Most of them speak like fund managers. Read on: Sir I moved my clients from Large cap to Midcap and then Midcap is doing very well. Sir, my clients have invested in 3 large […]