Know Your Fund Manager
Atul Bhole, Senior Fund Manager, Kotak Mahindra AMC
Sanjay Bembalkar, Head-Equity at Union AMC- Prashant Pimple, CIO - Fixed Income, Baroda BNP Paribas Mutual Fund
- Harish Bihani, Senior Fund Manager - Equity, Kotak Mutual Fund
- Rupesh Patel, Senior Fund Manager – Equity Investments, Nippon India Mutual Fund
- Siddharth Chaudhary, Senior Fund Manager – Fixed Income, Bajaj Finserv AMC
- Avnish Jain, Head Fixed Income, Canara Robeco AMC
- Mahendra Kumar Jajoo, CIO – Fixed Income, Mirae Asset
- Shridatta Bhandwaldar, Head Equities, Canara Robeco Mutual Fund
Harshad Patwardhan, CIO, Union AMC
From a prestigious academic background to managing millions, this financial whiz has conquered it all! Dive into the thrilling world of high-stakes investments with Union AMC's Chief Investment Officer.
Sanjay Chawla, CIO – Equity, Baroda BNP Paribas Mutual Fund
"I am directly managing some of the flagship and strategic products. All the funds are sector-agnostic and across market cap. These include Balanced Advantage Fund, Flexi cap Fund, Large & Midcap Fund and Focused Fund. This accounts for close to 1/3rd of the fund’s AUM"
Harish Krishnan, Co-CIO and Head Equity, Aditya Birla Sun Life AMC
Once I joined Kotak, I realised that the role of a buy-side analyst is not very different from that of consulting – in terms of looking at a range of companies across sectors, trying to analyse various aspects that improve competitiveness of the company – but with a key difference.
Meeta Shetty, Tata Asset Management
"Over the years my role evolved into a full-fledged fund manager, overseeing both sectoral and diversified funds with a total equity AUM of around Rs 12,047 crore as on 30th April 2024 across three funds, Tata Focused Equity Fund, Tata Digital India Fund and Tata India Pharma and Healthcare Fund," said Meeta Shetty, Tata Mutual Fund.
Neelesh Surana, CIO, Mirae Asset Investment Managers
Neelesh Surana, CIO at Mirae Asset, manages significant funds, focusing on quality businesses at reasonable valuations, disciplined diversification, and risk-reward balance for decent returns, with a background from Madhya Pradesh and a transition to Mumbai for finance career.
Harsha Upadhyaya, CIO Equity, Kotak Mahindra AMC
After post-graduation, I began at UTI, transitioned to sell-side, and honed equity research skills. Returned to UTI after a decade, managed funds at DSP Blackrock, and now head equities at Kotak.
Mahesh Patil, CIO, Aditya Birla Sun Life AMC
The market dynamics and the challenges of the unknown makes this job exciting but also a humbling experience as I believe the market is a great leveller.
Anish Tawakley, Deputy CIO - Equity, ICICI Prudential AMC
ICICI Prudential Mutual Fund recruited by S Naren, previously at Mckinsey, Bernstein, Credit Suisse, IIT Delhi mechanical engineering, IIM Bangalore management, Barclays' Head of Research.
Knowing when to sell is as important as when to buy, says Sunil Subramanian
Sunil Subramanian, CEO, Sundaram Mutual Fund, shares his journey in the market, the ups and downs and his most important lessons, in this candid interview.
It is important to keep the discipline of investing, says Mahesh Patil of ABSL Mutual Fund
“Over a period, one has to learn to accept that there would be some rotten apples and one needs to continuously weed them out. Also, now with more power to institutional investors, one can take it heads-on with the promoters or management and in extreme situations force a change, if necessary,” says Mahesh Patil.
Never say never and expect the unexpected in the market, says Mahendra Jajoo of Mirae Asset MF
Mahendra Jajoo, CIO – Fixed Income, Mirae Asset Investment Managers (India), is a veteran in the debt market. As investors became increasingly aware about the importance of debt investments in a mutual fund portfolio, ETMutualFunds reached out to Jajoo to understand how a fund manager deals with volatility.
Discipline, patience are the biggest differentiators, says Nilesh Shah of Kotak MF
“I was not smart enough to learn from others’ mistakes. I made mistakes and learned from it,” Shah says.
Investing needs stable temperament: Manish Gunwani of Nippon India Mutual Fund
"Even the best companies in the sector go to a point of extreme overvaluation and then correct massively," says Gunwani.
There can be serious pain in the short term, says Srinivas Rao Ravuri, CIO, PGIM India Mutual Fund
Markets are part of the economy and will move in cycles; one must accept it, says Ravuri.
Invest early to capitalise on phenomenal wealth creation via equities: Neelesh Surana, CIO, Mirae Asset
We are measured on relative performance on a regular basis irrespective of markets- so even buoyant markets could be bad phases if relative performance is not good, and bad markets could be good if the funds outperform.
Attempt to devise your own investment processes, says Sandeep Tandon of Quant Mutual Fund
The dot-com bubble of 2000 was the first bad phase for my personal portfolio. I predominantly owned technology stocks at that time and they lost 80 – 90% of their value.
Regular investment through SIP is better than trying to time the market: Swati Kulkarni of UTI MF
“There have been testing periods when the portfolio strategies did not work in the short term and the pressure started to build with underperformance,” reminisces Swati Kulkarni.
SIP as much as you can and as long as you can, says Dhawal Dalal
Dhawal Dalal, CIO-Fixed Income, Edelweiss AMC shares his experience of dealing with bad phases in the market.
Always invest with a goal and plan, says Swarup Mohanty of Mirae Asset
Swarup Mohanty, Director & CEO, Mirae Asset Investment Managers (India) shares his experience of dealing with bad phases in the market.
‘Staying in the ring, reducing errors can create superior outcomes,’ says Vetri Subramaniam
Vetri Subramaniam, CIO, UTI Mutual Fund, is a no-nonsense fund manager. He was always known for his market acumen- from very early days he earned a reputation for being a serious observer of the market with an eye for detail.
Starting the investing journey early is important: Rajeev Thakkar of PPFAS Mutual Fund
"The first learning ironically was to be wary of IPOs. Being in the merchant banking division, I could see that many new promoters would raise money from the equity markets and a few years down the line the performance was nowhere close to the rosy picture portrayed at the time of listing."
Prioritizing asset allocation led to positive investment experience: S Naren, CIO, ICICI Pru MF
Here's how S Naren, CIO, ICICI Prudential Mutual Fund, deals with the ups and downs in the market. Read how he tackles volatile and uncertain phases in the market.
Rational people are successful in all markets, says A Balasubramanian
A Balasubramanian started his career as an investment manager thirty years ago. Some of us remember him as the go-to debt fund manager. The debt market was very different. He progressed to become the MD & CEO of Aditya Birla Sun Life Mutual Fund. He still retains his calm demeanor despite a punishing schedule.
Wealth is created by holding on to good investments for a long period: Vinit Sambre
"Generally, a bad patch is associated with the bear market. However, I have always found that bear markets are the ones which provide an excellent opportunity to accumulate great companies at the most attractive prices."
Markets move in cycles; if you miss one, wait for the next wave, says Anoop Bhaskar
Don’t have the same level of exposure at all times, learn to withdraw and advance contrary to market moves. Don’t be the most confident at the highest point and have the lowest equity at the bottom.
