FUND MANAGER
Know Your Fund Manager | Rohan Korde, Fund Manager - Equity, ITI Mutual Fund
Let's start with your personal storyI'm a third generation Mumbaikar, and given this background my education has been with the State Board and Mumbai University. I am a commerce graduate from RA Podar College, and my post graduate degree is a Masters in Management Studies, specialising in Finance from METIMS.
Wall Street giants face antitrust scrutiny over coal investments and ESG push
US regulators have for the first time warned that common ownership among financial giants like BlackRock, Vanguard and State Street could violate antitrust laws. A new legal filing says their influence over competing coal firms may reduce market competition, intensifying the political and legal clash over ESG investing and regulatory oversight
Explained: Why Alpha and Beta matter in mutual fund investing
Alpha and beta are crucial metrics for mutual fund investors, indicating performance and risk relative to a benchmark. Understanding them helps align fund choices with one’s investment goals and risk appetite, improving portfolio strategy and returns.
Indian mutual fund industry’s AUM crosses Rs 70 trillion milestone: ICRA Analytics
The Indian mutual fund industry experienced substantial growth, with AUM surging by 22.25% YoY to Rs 70 trillion in March 2025. Open-ended 'other schemes' led the growth, followed by equity and hybrid schemes. Despite geopolitical tensions and reciprocal tariffs, domestic investors showed confidence, contributing to the 50th consecutive month of positive inflows in equity mutual funds.
ETMarkets PMS Talk: India’s growth + global devaluation = next bull market - Qode’s FY26 outlook
With a strong emphasis on risk management, data-backed decision-making, and selective risk-taking, Qode’s approach focuses on consistent outperformance, particularly during volatile or bearish phases.
IMF defends Pakistan bailout, says all targets were met
The IMF defended its recent bailout package to Pakistan, confirming that the country met all necessary targets for disbursement under the Extended Fund Facility program approved in September 2024. Following the completion of the review on May 9, the IMF board confirmed sufficient consensus to proceed with the review and disbursement.
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360 One Asset launches Rs 500 crore early-stage VC fund
The strategy is part of the firm’s Rs 25,000 crore private equity platform and focuses on sectors such as consumer technology, fintech infrastructure, generative AI, spacetech, defence, and advanced manufacturing. The fund will invest with high ownership, take board seats, and work closely with founders on business strategy and growth.
Axis AMC announces final close of Axis Structured Credit AIF II at Rs 740 crore
Axis AMC has closed its Structured Credit AIF II fund, raising Rs 740 crore with strong backing from institutions and HNIs. The five-year fund targets diversified structured credit deals (Rs 50–65 crore each), capping exposure at 10% per deal, and aims to capitalize on tightening credit spreads.
Best corporate bond mutual funds to invest in May 2025
Are you planning to invest in relatively-safe debt schemes to take care of your near-term goals? Or are you searching for ‘relatively safe’ debt funds to invest for three years or more? If your answer is yes, you can consider investing in corporate bond funds in May 2025. There are no changes in the recommendation list this month.
MF Tracker: Can this mega largecap fund add stability to your portfolio in volatile market?
ICICI Prudential Bluechip Fund, a leading large-cap fund with substantial AUM, has consistently outperformed its benchmark and category average over various periods, showcasing resilience and strong long-term performance. Experts highlight its disciplined approach and stock-picking skills, making it a suitable option for investors seeking stability in volatile markets.
Fund Manager Talk | Defence stocks rally shows FOMO taking over rationality, says Kotak's Atul Bhole
India’s macro fundamentals are in a really sweet spot & proving to be one of the strongest versus major global economies. Tightly controlled fiscal & current account deficits, lower inflation & stable currency while maintaining growth handle around 6-6.5% are attracting back foreign flows in a major way.
NFO Update: Nippon India Mutual Fund launches two new passive funds
Nippon India Mutual Fund has announced the launch of two innovative open-ended passive funds: Nippon India BSE Sensex Next 30 Index Fund and Nippon India BSE Sensex Next 30 ETF.
NFO Alert: Unifi Mutual Fund launches flexicap fund
Based on a GARP philosophy, Unifi Flexi Cap Fund aims for long-term capital appreciation with a 3–5-year horizon. The NFO is open until May 30, with a minimum investment of Rs 5,000. Benchmark: Nifty 500 TRI. The scheme will be anchored to investing in growth businesses and will be consensus-agnostic.
NFO Insight: Can Motilal Oswal Services Fund help you gain stability and long-term growth potential?
Motilal Oswal Mutual Fund introduces the Motilal Oswal Services Fund. The new fund offer is now open for subscription until June 3. This scheme invests in the growing services sector. It aims for long-term capital appreciation. Experts advise caution with new fund offers. They suggest considering existing funds with performance history. The fund targets India's services sector growth.
Fund Manager Talk | Discretionary consumption sector set to outpace staples: Mirae’s Siddhant Chhabria
Mirae Asset's Siddhant Chhabria anticipates a multi-year consumption upcycle in India, fueled by easing inflation, tax reliefs, and a rural rebound. The fund is overweight on consumer discretionary stocks, expecting them to outpace staples due to faster growth potential and margin recovery. He highlights the potential impact of the 8th Pay Commission and tax benefits on discretionary spending.
ETMarkets Smart Talk: Too many funds, too many switches? The real cost of over-managing your portfolio, Kaustubh Belapurkar decodes
Investors often underperform mutual funds due to poorly timed decisions like frequent switching and chasing trends, creating a "return gap." Kaustubh Belapurkar advises diversifying, automating tasks, and avoiding volatile funds to improve returns. Despite recent dips in equity inflows, strong market performance and continued SIP investments signal resilience, though thematic fund popularity raises concerns about timing risk.
What makes Balanced Advantage Funds a superior choice for investors?
Balanced advantage funds (BAFs) offer a compelling alternative to DIY investments, automatically adjusting equity-debt allocations based on valuation or momentum models. These funds, managing ₹2.93 lakh crore across 5,250,000 folios, utilize in-house models to dynamically allocate assets. Taxed as equity funds, BAFs are suitable for investors seeking higher returns than fixed deposits with managed volatility.
Is beating the benchmark enough? What the information ratio reveals
Chirag Muni explains how the Information Ratio helps investors assess the efficiency of active fund managers by comparing excess returns against benchmarks, adjusted for risk—especially relevant in today’s passive investing trend. It reveals consistency and quality of outperformance.
ASK Hedge Solutions' Absolute Return Fund crosses Rs 1,500 crore in AUM; details here
ASK Hedge Solutions, part of Blackstone-backed ASK Group, has crossed Rs 1,500 crore in AUM for its Absolute Return Fund. Launched in February 2024, the fund offers a conservative long-short strategy focused on capital preservation and risk-adjusted returns. CEO Vaibhav Sanghavi attributes the milestone to consistent performance and investor trust in the firm’s differentiated approach.
HDFC Bank, Eternal among stocks bought and sold by SBI Mutual Fund in April
SBI Mutual Fund, the largest in India, actively adjusted its portfolio in April, increasing stakes in HDFC Bank and adding 397 stocks, including Reliance Industries and Tata Motors. Simultaneously, the fund house reduced holdings in 138 stocks like Bajaj Finance and Infosys, while completely exiting Quess Corp.
Franklin Templeton India Mutual Fund announces merger of its two international funds, to change name of surviving scheme
Franklin Templeton India will merge its European Opportunities Fund into the U.S. Opportunities Fund, effective June 30, 2025, citing weak European macro trends. The surviving scheme will be renamed Franklin U.S. Opportunities Equity Active Fund of Funds from May 30. Investors in the merging scheme can exit without load until June 27. The AMC also manages the Franklin Asian Equity Fund.
Over 260 debt mutual funds beat fixed deposits rate in 2 years. Should you switch?
With SBI slashing FD rates and over 260 debt mutual funds outperforming them in the last two years, experts suggest debt funds now offer a more attractive, tax-efficient alternative for low-risk investors. Categories like short-duration, medium-duration, and gilt funds stand out, especially amid easing interest rates and shifting RBI policy, making them viable options over traditional fixed deposits.
NFO Alert: SBI Mutual Fund launches Nifty200 Quality 30 Index Fund
SBI Mutual Fund has launched the SBI Nifty200 Quality 30 Index Fund, an open-ended index scheme tracking top 30 quality companies from the Nifty200. The NFO is open till May 29, targeting long-term wealth creation through a passive investment strategy.
MF managers shift focus to beaten-down sectors amid April volatility
In April, mutual fund managers adopted a cautious approach to stock purchases. Geopolitical tensions between India and Pakistan, along with US-China trade war uncertainties, influenced their decisions. Fund managers selectively bought stocks in capital goods and power sectors, focusing on those with significant price corrections.
Fund Manager Talk | Attractive risk-reward opportunity in midcap private banks, says Amey Sathe
Amey Sathe of Tata Asset Management sees opportunity in midcap private banks. He believes their valuations are compelling. Profitability is expected to improve in the next two years. The Tata Flexi Cap Fund uses sector rotation. It overweights undervalued sectors. Sathe also views consumer stocks as a dark horse in fiscal year 2026.
Flexi Cap vs. Multi Asset Allocation Mutual Funds: Which one is best for you?
Investors often struggle to pick the right mutual fund. Flexi Cap Funds invest in stocks across market sizes. Multi Asset Allocation Funds invest in equity, debt, and gold. Flexi Cap Funds suit long-term, high-risk investors. Multi Asset Allocation Funds suit medium-term, moderate-risk investors. Experts suggest considering risk appetite and investment goals. Investors can choose schemes based on their needs.
Blackstone-backed ASK Investment Managers launches special opportunities portfolio
ASK Investment Managers has announced the launch of its new equity PMS strategy - ASK Special Opportunities Portfolio, to enable agile value investment opportunities in today’s volatile times.
India emerges as top Asian market choice for fund managers
In the fund manager survey, 42% said they are overweight on India, followed by 39% for Japan, and 6% for China. Thailand fared the worst. A total of 109 panelists with $234 billion of assets responded to the survey's regional questions.
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