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BMV FRAMEWORK
NFO Alert: Kotak Mutual Fund launches Kotak Services FundKotak Mutual Fund has announced the launch of the Kotak Services Fund, an open-ended equity scheme following the service theme. The fund en...
The Golden Thumbrule: Balancing growth and value across cycles - lessons from Anand Shah’s 25-year investing journeyAnand Shah, CIO at ICICI Prudential AMC, emphasizes that companies, not markets, create wealth through compounding. His BMV framework (Busi...
Q2 results season showing earnings recovery sign: Anand ShahICICI Prudential AMC's Anand Shah says that the Q2 earnings saw early signs of recovery, with Nifty 500 companies reporting about 9% growth...
Why multicap funds could be the smart bet in 2026: Insights from Baroda BNP Paribas CIOIn the investment field if you are delivering returns aligned to investors expectation, flows will eventually flow. Baroda BNP Paribas Mult...
Know Your Fund Manager | Jitendra Sriram, Senior Fund Manager - Equity, Baroda BNP Paribas Mutual FundJitendra Sriram, Senior Fund Manager at Baroda BNP Paribas Mutual Fund, shares his journey from engineering to finance, highlighting the in...
ETMarkets PMS Talk: PIPE and value strategies delivered 30–37% CAGR over 5 years - Anand Shah reveals growth driversAnand Shah of ICICI Prudential AMC discusses their successful PIPE and Value strategies, which have achieved impressive CAGR over the last ...
Market may be marginally disappointed with Q1 result season: Jitendra Sriram"While the consensus earnings for FY2024-25 are in the low teens, we expect the growth to be more in 2H," he said, explaining that election...
Markets are not overly rich from valuation perspective: Suresh Soni of Baroda BNP Paribas MF"In any economic upturn, we see small cap companies growing faster than the large caps. If you look at the consensus forecast, the expected...
Baroda BNP Paribas Mutual Fund launches Baroda BNP Paribas Small Cap FundThe fund will be managed by Shiv Chanani (Senior Fund Manager). Shiv has over 24 years of experience and has deep experience in mid and sma...
ETMarkets Smart Talk: Unlocking investment mantra - This CIO shares BMV Framework for effective stock pickingIn our view, markets are looking reasonably attractive at this point. A combination of time correction through last year (CY2022) and earni...
ETMarkets Smart Talk: We like manufacturing, logistics, telecom & real estate companies: Anand ShahICICI Prudential AMC's Head of PMS and AIF Investments, Anand Shah, believes that sectors such as manufacturing, manufacturing allied, tele...
ETMarkets Smart Talk: Top CEO of MF makes his bet for FY24: Like IT but reduces weight on bankingInvestors are expected to invest with medium-long-term horizon rather than relying on tips or short-term trading. We recommend that retail ...
Top PMS fund manager explains his BMV model of picking stocksUnder the business filter, we aim to identify strong businesses that have the potential to grow rapidly, wherein we identify industries tha...
ETMarkets Fund Manager Talk: This domestic fund manager is following “3-C” strategy to bet on India growth storySignificantly higher spending on capex, impetus to manufacturing sector especially MSMEs, and focus on boosting high employment-generating ...
ETMarkets Smart Talk: Anand Shah follows BMV approach for picking stocks to create strong portfolio"We currently see a good long-term outlook for the country, particularly given the renaissance of the manufacturing sector. This segment of...
ETMarkets Smart Talk: Want to time the market? Consider Balance Advantage Funds: Suresh Soni"Equity funds continue to witness healthy flows. SIPs remain popular and continue to grow, both in terms of a number of accounts as well as...
ETMarkets Smart Talk: How Anand Shah of ICICI Prudential uses BMV methodology to pick potential wealth creators"We believe a much closer analysis is required before reaching a decision. This is because price volatility is a given when it comes to equ...
Sustainable ESG investing benefits your pockets and societyOver the past few years, the world of investing has witnessed a paradigm shift in the values driving investment. The shift in values is evi...
Avoid cyclicals as capex may be pushed back a year or two: BNP AMC'Private capex in infra is still sometime away and you need to catch cyclicals at the right point to benefit out of the stock price movemen...
Diversification is in-built in the large & mid cap category, says Miyush Gandhi of Canara Robeco Mutual FundMost investors invest in multiple schemes to diversify their investments across market caps based on their individual risk appetite. Miyush...