AIF PMS
ETMarkets AIF Talk: Market-neutral AIFs well placed amid global headwinds: Puneet Sha...
ETMarkets PMS Talk: From Rs 1 crore to Rs 8.8 crore – Sameeksha Capital’s 26% TWRR journey over a decade, Bhavin Shah decodes- India’s PMS industry at an inflection point, says SEBI Chief Tuhin Kanta Pandey at APMI conference
- Sebi eases regulations for startup founders and public sector cos to boost capital market
- ETMarkets PMS Talk: India’s growth + global devaluation = next bull market - Qode’s FY26 outlook
- ETMarkets PMS Talk: April’s 9.9% spike - Nikhil Johri on what drove Trivantage Capital’s outperformance
- Hunting for stocks to buy? 36 top bets from 8 portfolios that ruled April
- 8 high-performing PMS funds in April with up to 10% returns
- PMS Tracker: Top 15 funds gain up to 10% in April, while quant, smallcap strategies falter
ETMarkets AIF Talk: This Rs 6,400 cr fund manager stays the course as tariff turmoil triggers flight to real assets
Despite market turbulence, Agarwal says the fund hasn’t made any tactical shifts—instead, it continues to bet on long-term resilience through Grade-A warehousing, strong tenants, and a diversified asset pipeline.
AIF Tracker: Samvitti Capital, Vivriti Asset Management & Northern Arc’s AIF Funds gave 12-15% returns in March 2025
In March 2025, select Alternative Investment Funds (AIFs) significantly outperformed traditional benchmarks, with some delivering returns exceeding twice the Nifty50's gain. Samvitti Capital's Alpha Fund led Category III long-only strategies with a 15.22% annualised return.
Asset allocation model suggesting 60-65% in stocks: UTI Mutual Fund's Amit Premchandani
We do not predict market levels, what we focus on is valuations which are still above average. Small and mid-cap are expensive while large caps are in the fair value zone. We have an internal model for asset allocation which is used for equity allocation in some of our asset allocation strategies and that model is suggesting around 60-65% asset allocation to equity.
How Axis MF's Shreyash Devalkar is tweaking portfolio amid tariff tantrum
On the positive side there has been a good union budget (tax rates cut), easing actions by the central bank (rate cuts, liquidity boost, regulatory relaxations), and uptick in government spending. The rally in March was a welcome relief. However, I believe that the markets could remain rangebound in the near term.
Buy India, ignore panic: PMS fund managers’ strategies to protect crorepati portfolios
Indian stock market faced a selloff recently due to global trade war fears. Portfolio managers advise focusing on long-term fundamentals. They suggest prioritizing domestic consumption and quality stocks. Experts believe India's macro factors are strong. Strategic portfolio adjustments are recommended. Fund managers are optimistic about eventual trade negotiations. They caution against panic selling during market volatility.
From Rs 50 lakh to Rs 2.78 crore in 15 years - the wealth growth story of Estee’s I-Alpha Fund
I-Alpha has a live track record of over 15 years, or 185 months to be precise. Since its inception in 2009, the strategy has delivered a net annualized return of 11.78%. An investment of ₹50 lakh at launch would have compounded to ₹2.78 crore today.
Smart beta and quantitative investing are becoming mainstream: Rakesh Pujara on the future of investing
The interview discusses the rapid evolution of India's options market, regulatory measures, and the role of derivatives. It covers Smallcases' performance, systematic investing, and market outlook for 2025, favoring large caps. It also explores momentum investing risks, algorithmic trading advancements, and the growing adoption of rule-based investing. Lastly, it highlights the launch of CWA Smart Select.
Navigating global volatility - How Wave Asset’s tactical hedging paid off in February 2025
We broadly pick the top 20 companies from each of these five sectors: industrials, financials, exports, consumer staples, and consumer discretionary. When selecting them, we look for four key factors.
AIF Tracker: Vivriti AMC, Northern Arc AMC record over 10% return in February 2025 for crorepati investors
In February 2025, 13% of alternative investment funds (AIFs) reported positive returns, with Vivriti AMC and Northern Arc AMC among the top performers. Category II funds dominated, reflecting a mix of equity and debt investments. Meanwhile, most Category III AIFs, focused on short-term trading, showed negative returns.
PMS Tracker: 14 funds gain up to 5% in February, worst performers drop over 22%
Fourteen PMS funds across various strategies posted gains in February 2025, with Wave Asset’s Bloom Fund leading at 4.99%. Debt funds performed well, while ESG and smallcap funds struggled, with Green Portfolio’s Impact ESG Fund plunging 22.36%.
Markets in a correction, not a bear phase - Ionic Asset’s Harsh Madhusudan Gupta
While tariffs have been worse than Trump's first term, they have not been as bad as expected. Repeated reversals on Canada/Mexico policy and ambiguity on reciprocal tariffs exist yet trade policy with respect to China is more focused.
Financials, Pharma, and Textiles: Top sector picks for 2025 by Prabhakar Kudva
January and February have seen a sharp correction in both the schemes in line with the broader markets. While the indices may not have fallen as much, our schemes do not index hug and invest in the broader market and consequently have corrected more than the headline indices
AIF & PMS Conclave 2.0: The changing Indian economy and the importance of lessons from the past
The Indian economy is in a process of resurgence, and on the path of becoming a global economic powerhouse. History, however, has lessons and they need to be learnt. Panellists at the AIF & PMS Conclave 2.0, powered by ET Markets, explored this transformative path and the insights gleaned from the past.
AIF & PMS Conclave 2.0: The allure of growth and rewards in micro and small-cap Indian companies amid valuation concerns
The micro- and small-cap stocks in India are a goldmine with immense reward potential, backed by a historical upward trend. Valuation concerns, however, spoil the party. Panellists at the AIF & PMS Conclave 2.0, powered by ET Markets, dissected the valuation concerns, identifying opportunities amid market volatility. “Optimism and caution is the key”.
AIF & PMS Conclave 2.0: Indian equities—the opportunities, the challenges, and the silver lining
AIF & PMS conclave 2.0, powered by ET Markets, brought together some of the finest financial minds in India and chalked a way forward on alternative investment opportunities. Arun Subrahmanyam, Founder and Partner of Ampersand Capital, offered actionable insights into the Indian equity landscape—the challenges and the opportunities.
Kal, Aaj aur Kal: Navigating challenges and opportunities in a resurgent Indian capital market
On the first day of the AIF PMS Conclave 2.0, Sameer Narayan, Head of Alternate Investment Equity at Aditya Birla Sun Life AMC Ltd, dissected the evolving Indian capital market through the lens of yesterday, today, and tomorrow, painting a picture of what lies ahead for investors. Here are the key insights.
AIF PMS Conclave 2.0: The key shifts and trends powering the rise of a new Indian elite
During his presentation at the AIF PMS Conclave 2.0 Day 1, Saurabh Mukherjea, Founder & Chief Investment Officer of Marcellus Investment Managers, offered a deep dive into the forces reshaping India, providing valuable insights for investors looking to capitalise on these changes. Read on to discover the shifts as India stands amid a profound transformation.
AIF & PMS Conclave 2.0: Investing in Indian SMEs—decoding order book, growth trajectories, red flags
Leaders of the financial spectrum convened at the AIF & PMS conclave 2.0, powered by ET Markets, to draw attention to alternative investment opportunities. An inaugural day session weighed in on the essential screening and vetting guidelines before you invest in the burgeoning small business segment.
AIF PMS Conclave 2.0: The 100-day Indian market outlook post-elections—cautious optimism, resilience, and hope for the future
On the inaugural day of the recently concluded AIF & PMS conclave 2.0, powered by ET Markets, Nilesh Shah, Managing Director of Kotak Mutual Fund, painted a cautiously optimistic picture of the Indian market post-elections. He emphasised the strength of the Triveni Sangam—fundamentals, sentiments, and money flows—urging investors to be mindful of the ups and downs, but confident in the market’s long-term potential. “Invest for the journey of India to become a big set bar,” said Shah.
High-yield debt PMS strategy should claim 10-15% of your portfolio: Hitungshu Debnath of Sundaram Alternates at AIF PMS Conclave 2.0
On the inaugural day of the recently concluded AIF & PMS conclave 2.0, powered by ET Markets, Hitungshu Debnath, Chief Business Officer of Sundaram Alternates, offered a compelling case for investors looking to enhance yield, manage risk, and customise their investment approach through the promising solution of debt PMS. Here’s all that you need to know.
AIF & PMS Conclave 2.0: A guide to long and short-term investments, beyond the traditional buy-and-hold tactic
Risk management is the most important factor of the right investing strategy, along with objective decision-making and an informed assessment of one’s financial goals. AIF & PMS conclave 2.0, powered by ET Markets, brings a fresh perspective on long and short-term investment strategies with an added focus on the long-short funds and the importance of risk mitigation.
AIF & PMS Conclave 2.0: Why winners rotate? Is it about market likes and dislikes or driven by macroeconomic circumstances?
The finest financial minds convened at the AIF & PMS conclave 2.0, powered by ET Markets, to draw attention to alternative investment opportunities. An inaugural day session emphasised the conditions making winners rotate and strategies to navigate the factors.
Post-election outlook: A deep dive into mid and small-cap investment opportunities amid India’s economic momentum
The mid and small cap have outperformed the benchmark Sensex post elections this year. AIF & PMS conclave 2.0, powered by ET Markets, brings a fresh perspective on India’s economic outlook in years to come and the factors that will be pivotal in keeping the mid and small-cap momentum going.
India’s Amrit Kaal and wealth creation: AIF & PMS Conclave 2.0 charts India’s growth trajectory and investment opportunities
The finest financial minds convened at the AIF & PMS conclave 2.0, powered by ET Markets, to draw attention to alternative investment opportunities and map India’s journey to being a developed nation. The inaugural day featured a case study ‘Bharat ka Amrit Kaal’ projecting India’s economic landscape for 2047 while identifying promising investment opportunities.
Critics will agree that Indian stock market is not very expensive: Nilesh Shah
While India’s market capitalization to GDP ratio is at an all-time high level, valuations are not at an all-time high, Dalal Street’s veteran stock picker Nilesh Shah said at AIF & PMS Conclave 2.0 on Wednesday.
AIF & PMS Conclave 2.0: Saurabh Mukherjea on five big themes in India where investors stand to benefit
Market veteran Saurabh Mukherjea on Wednesday said five big themes that have contributed to a rise of new elite in India can make their way into the portfolios of investors looking for consistent returns.
AIF & PMS Conclave 2.0: Beyond buy-and-hold: Unveiling long & short term investment insights
Successful investing involves not only selecting the right stocks but also comprehending long-term market dynamics. Long-Short Funds capitalize on both upward and downward stock movements through long and short positions, providing a hedge against volatility and safeguarding portfolios in the long run.
AIF & PMS Conclave 2.0: No permanent winners; past performance not a guarantee for future returns: Aashish Somaiyaa of WhiteOak MF
According to his analysis, the WhiteOak CEO advised against investing in the top-performing funds of the past three years. He highlighted that the best-performing fund from 2009-2011 fell to rank 162 in 2012-2014, while the second-best dropped to 40, and the third-best to 38, illustrating the volatility and unpredictability of fund performance over time.
ETMarkets x AIF & PMS: India's largest summit on alternative investing funds and portfolio management services
Join the ETMarkets x AIF & PMS Conclave 2.0 on June 19-20, 2024, for expert insights into alternative investments and portfolio management schemes. Designed for high-net-worth individuals (HNIs) and investment professionals, this virtual event will offer strategies, trends, and market analysis to enhance your portfolio and stay abreast with market trends.
AIF & PMS Conclave 2.0: Sunil Singhania on 4 'Ds' that make India a better choice for equity investing
In the post-pandemic era, while global discussions centered around recession and job losses, India stood out with its focus on growth. Highlighting India's democratic foundation as its core strength, the expert emphasized how the recent election results were accepted by all. This exemplifies the power and resilience of India's democratic system.
AIF & PMS Conclave 2.0: From diligence on fund managers to understanding risks—why investors must approach venture capital and private equity with caution
Venture capital and private equity are gaining traction in India, with alternative assets registering a 26% CAGR growth in the last five years. The question is: How to venture into this ecosystem? Discover how Ashish Ahluwalia decoded this at the recently concluded AIF & PMS Conclave 2.0, powered by ET Markets.
When fear is at its peak, good investors look for bargains: Anirudh Garg unpacks quant strategies at AIF PMS Conclave 2.0
Anirudh Garg, Portfolio Manager at ASK Investments, dived deep into the evolution of investment strategies in an increasingly tech-driven financial environment wherein the country has witnessed a surge in investing appetite. Only at the AIF PMS Conclave 2.0. Discover modern-day tools of investing, from Greed and Fear Index to human-machine collaboration and more.
Valuing growth and growing value: Decoding the value-driven investment playbook at AIF PMS Conclave 2.0
At the AIF & PMS Conclave 2.0, powered by ET Markets, Samit Vartak offered a nuanced perspective on how to dive deep into the growth-value equation when making investment decisions. Investors must not only focus on growth but also consider how the market perceives the business and the risks associated with it. But how? Read on to discover!
AIF & PMS Conclave 2.0: Regulatory ease, no GST, lower taxations–the perks of being an NRI investor in GIFT City
The regulatory framework for real estate investments in India, for the NRIs, has significantly evolved along with the evolution of investments from physical assets to modern financial products. At the AIF & PMS Conclave 2.0, powered by ET Markets, Sharad Mittal highlighted the ease of investing for NRIs in GIFT City, and how the government has worked to address all concerns. Read on!
AIF & PMS Conclave 2.0: The winning mantra—invest early, for longer periods in small and mid-cap stocks with operational efficiency, and niche market dominance
Small and mid-cap stocks are an allure not many can resist, but they come with risks and it is important to identify winners early. At the AIF & PMS Conclave 2.0, powered by ET Markets, Himanshu Upadhyay emphasised the need to invest early and for longer periods, in small and mid-cap stocks, only after the ‘winners’ have been identified. Read on to know, how to identify the winners early.
AIF & PMS Conclave 2.0: Identifying high-growth themes, deploying entry and exit strategies—your guide to thematic investments
Thematic investment is a powerful tool. However, there needs to be a clear-cut vision for the future, with an eye on themes undergoing a structural transformation and are projected to exhibit considerable growth. At the AIF & PMS Conclave 2.0, powered by ET Markets, Sandip Bansal of ASK Investment Managers outlined parameters for the identification of themes for the future. Read on!
