KAUSTUBH BELAPURKAR
The Golden Thumb Rule | For Gen Z investors, time in the market beats timing the market, says Kaustubh Belapurkar
Gen Z's pursuit of quick gains in mutual funds clashes with the reality of wealth creation, which demands patience and time in the market. Kaustubh Belapurkar advises investors to focus on diversification, understand metrics like capture ratios, and resist the urge to frequently switch funds. Staying invested in well-managed strategies, even through market cycles, is crucial for long-term success.
UTI Mutual Fund appoints Vetri Subramaniam as new MD and CEO
UTI Mutual Fund has named its CIO, Vetri Subramaniam, as the new MD and CEO, effective February 1, 2026, succeeding Imtaiyazur Rahman. Subramaniam's promotion occurs during a period of rapid growth and increasing competition in the mutual fund industry. He will face challenges in managing talent and maintaining margins amidst new players.
The Golden Thumb Rule| Don’t drive with the rearview mirror — Kaustubh Belapurkar on why past performance misleads investors
Kaustubh Belapurkar cautions investors against solely relying on past performance when selecting mutual funds, highlighting that chasing top-performing funds often leads to disappointment due to poor performance persistence. He emphasizes the significance of evaluating risk-adjusted rolling returns, SIP returns, the strength of the investment team, and the consistency of the investment process for sustained success.
Nifty slips into consolidation: What is the right strategy for mutual fund investors now?
Market experts suggest continuing or increasing SIPs during market volatility. Stagger lump-sum investments via STPs. SIPs offer market exposure without timing worries. Dips are advantageous for rupee cost averaging. Portfolio allocation should align with risk appetite and financial goals. Consider large-cap, flexi-cap, and hybrid funds. Banking and financial service funds are attractive. Exercise caution with sectoral, mid, and small-cap funds.
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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.
Why you shouldn't time your investments in an actively managed strategy: Kaustubh Belapurkar answers
But remember, if you have to make an investment into a benchmark, it is typically an index fund or an ETF and there are obviously costs associated with that too.
How have conservative hybrid funds performed in last six months? Kaustubh Belapurkar answers
When you think about these funds, then firstly, I would not think of them as pure replacements for fixed income funds. I think that should be very clear to investors because clearly, they carry a quarter of the portfolio in equity risk.
Experts deliberate on asset allocation strategies during volatile markets
Market experts discuss asset allocation strategies in an exclusive session for investors planning to invest in mutual funds for the long term.
Mutual fund investors bet big on ETFs in 2021
Mutual fund investors have invested heavily in Exchange Traded Funds (ETFs) in this year till October, showed AMFI data. According to AMFI, the 'Other ETF' category witnessed the biggest inflow of around Rs 50,824 crore between January and October.
Are MNC funds a safe bet in the current scenario?
MNC Funds or mutual fund schemes that invest mostly in multinational companies are gaining currency these days. MNCs are always bankable, especially in the current bleak economic scenario due to the pandemic.
Morningstar India Manager Research director's fitness mantra to stay fit at home: Virtual cycling
Kaustubh Belapurkar meditates to destress and keep a calm mind.
Pharma is emerging as a contra value play: Kaustubh Belapurkar, Morningstar
There is increased buying into IT stocks like TCS, Tech M and HCL Tech.
Spooked investors flee debt funds as credit quality slumps
Monthly net outflows from the fixed-income funds jumped to Rs 1.7 lakh crore in June.
Seeing early signs of money coming back into Maruti, Eicher: Kaustubh Belapurkar, Morningstar
Money managers are still not gung-ho on auto sector yet, says Belapurkar.
AMCs bailing out investors should not be the new normal: Kaustubh Belapurkar, Morningstar
“Investors should not expect when there is a little bit of stress, AMC would buy them out.”
Not prudent to exit DHFL now: Kaustubh Belapurkar, Morningstar
As of Tuesday, 75% haircut was applied to DHFL securities and that reflects MFs' NAVs. says Belapurkar
Capital flow will be an overhang for market: Kaustubh Belapurkar
Just take some defensive positioning or get into the most steady names, says Belapurkar.
Money flowing into largecap IT, auto companies: Kaustubh Belapurkar, Morningstar
In largecap IT, Wipro has been an exception as money has been flowing out of it, says Belapurkar
Morningstar’s Kaustubh Belapurkar on funds that survived the midcap carnage
“The divergence of returns is massive in the midcap index.”
Investor, manager focus has shifted to largecaps: Kaustubh Belapurkar
Currently it is the largecaps that are gaining more focus.
Time to cherry-pick in midcap space; don't go all in: Kaustubh Belapurkar
We are betting on domestic demand picking up in metals, says Kaustubh Belapurkar.
Individual MF plans have small PNB stakes, investors need not worry
These equity-oriented schemes together hold PNB shares worth Rs 3,980 crore.
Mutual funds hold Rs 3980 crore worth of PNB shares
These equity-oriented schemes together hold PNB shares worth Rs3,980 crore, according to Value Research. Some popular schemes of HDFC Mutual Fund held shares worth Rs 1800 crore as on January 31, 2018 which account for 1-2% of the portfolio for individual schemes.
Cash is not king for MFs on this High Street
Fund managers don’t want to be seen trailing benchmarks while sitting on a mountain of cash.
MF exposure to IT nearing an all-time low: Morningstar analyst
IT has been seeing continuous selling or not seen addition of fresh positions.
Max Financial Services, Ramco have made a lot of money for small and midcap managers: Kaustubh Belapurkar
Kaustubh Belapurkar, Morningstar Investment Adviser India says some of the marquee names which had some sell off are Reliance Industries, Tata Motors.
As frenzy fizzles, midcap funds start underperforming their benchmarks
Data from Morningstar shows that 47% of the midcap funds have been underperforming their respective benchmark indices over the past one year.
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