Fund Manager Talk | Most beaten down stocks may not recover: Atul BholeSmall & mid cap (SMID Cap) universe almost exclusively captures few themes which benefit from India’s transition through reforms, policy ch...
Kotak Mutual Fund announces change in fund managers for six schemesThe notice cum addendum also stated that the fund house has recently appointed Atul Bhole, Rohit Tandon, and Mandar Pawar as key personnel ...
This flexi cap mutual fund gave 19.36% returns in 3-year period; should you invest?DSP FLEXI CAP: This flexi-cap fund retains a sizeable presence in broader mid- and small-cap segments, unlike many of its peers that have a...
Accumulate more during periods of underperformance in stock market: Atul Bhole, DSP Investment Managers“It is extremely important to stay invested for the long term and not to chase the near-term outperformance,” says Atul Bhole, SVP – Invest...
DSP Flexi Cap Fund completes 25 yrs, delivering 19.1% CAGR returnsMid-sized fund house DSP Investment Managers has said its investors have gained 19.1 per cent on an annual basis in the past 25 years from ...
Why Atul Bhole is gung ho on financial largecaps“I am not much concerned about the market valuations. We have a lot of good opportunities coming up on the large cap side and it is going t...
Not all cheap stocks are bargains, many are value traps, warns Rs 15,000 cr fund managerTo avoid falling into value traps, one needs to begin the stock picking journey by scanning valuations, says Atul Bhole of DSP Investment M...
It will be an earnings upgrade story in Q4: Atul BholeBanking and finance is one sector where earning upgrades can still come in. We have always stayed with good quality private sector banks an...
Select private sector banks might cheer up investors. Here's why'Borrowers who availed moratoriums were basically looking to save cash in this uncertain environment but now people have started paying up ...
Five sectors to bet on from a risk-reward ratio perspective‘The market in March took an extremely bearish view on some of the stocks’
FY21 a washout, we are taking investment decisions based on FY22 numbers: DSP Investment Manager‘Near term, everybody will focus on containing the damage from the Covid crisis.’
Traders may not make much if RBI does not cut rate by 50 bpsRBI has left the repo rate unchanged at 6.25% in the last four policies citing risks to inflation.
Buy on dips as flows into financial assets are strong: Atul Bhole, DSP Blackrock“Stay cautious in the mid-cap space. A repeat 30-32% CAGR growth may not be easy again.”
Hold on to quality realty stocks but it's not time to buyLed by a 12% jump in Indiabulls Real Estate, the Nifty Realty index hit a 52-week high before closing 4.2% higher at 265.65 points on Monda...
Risk-mitigating focus makes it attractive amid volatilityAt present, projections and estimates of interest rates and earnings of companies are not comforting for analysts and market experts.
Should you invest in balanced funds now?The AUM of equity-oriented balanced funds has nearly doubled over the past 1-year. We examine the pros and cons of investing in these funds.
P/E gap with large caps at 5-year high; revival to help fire up earningsThe gap between large-cap and mid-cap valuations is the widest in at least five years and it has consistently increased over the past five ...