edelweiss mf

asset allocation: Portfolios need to have mid and smallcaps to capture the breadth of India opportunity: Radhika Gupta

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Radhika Gupta, MD & CEO, Edelweiss MF, says “we are telling people, do not switch your existing mid and smallcap fund holdings and pay a lot of tax, but at least put incremental money in multi-cap funds. Could a behaviour of this kind happen? Yes. So that could lead to a moderating of flows by … Read more

Selective in pharma and capital goods; will move to overweight in IT on weakness: Trideep Bhattacharya

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Trideep Bhattacharya, CIO, Edelweiss MF, says: “It will probably take the next year for that improvement to come through. But the valuations over the next one or two quarters would be such that they may be good to add. On net balance, we were underweight on IT by about 300 bps at the end of … Read more