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MAHESH PATIL PORTFOLIO
Earnings growth should be around 16% in FY24: Mahesh PatilI think markets are fairly priced over here. So it is not like it is very attractive but at the same time the risk reward is still fairly r...- Buy on dips, maintain balance in portfolio: Mahesh Patil“This is a market to invest into declines and I do not know what the level of correction could be but any declines here around 10% should b...
- Aditya Birla SL Frontline Equity Fund: Fund reviewAditya Birla Frontline Equity is an ideal large-cap fund for conservative investors.
- Aditya Birla Sun Life Frontline Equity Fund: Fund reviewIn uncertain times, it is a prudent move to invest in schemes that have weathered large number of market cycles.
- CM Kumaraswamy retains energy, his Dy gets charge of city affairsShivakumar has been given twin portfolios of water resources, and medical education. Deshpande has got revenue and skill development, while...
- Fund review: Aditya Birla SL Frontline Equity FundSticking to safe stocks to cut volatility.
- IT sector funds are bouncing back. Should you invest?After struggling in the last one year, the IT funds have started showing signs of revival in the last three months.
- Private banks have been our biggest bets and will continue to be so: Mahesh Patil, Birla Sun LifeWherever there is earnings growth, most certainty that is where we will want to really be invested in .
- IT and pharma are anchor themes in our portfolios: Mukesh Patil, Birla Sun LifeIn a chat with ET Now, Mahesh Patil, Co-CIO, Birla Sun Life, thinks banks with retail focus should show good growth
- Housing demand in India to remain long term structural growth story: Mahesh Patil, Birla Sunlife MF"Valuation is something which one should look at which is the price earning multiple"
- We are not staring at a fianancial crisis, central banks will pump liquidity: Mahesh Patil, Birla Sunlife MFOil is again back to the levels, it is actually a 10-year kind of low and that provides a good amount of indirect stimulus to our economy.
- Any global risk-off scenario can lead to sharp market reaction at this time: Mahesh Patil, Birla Sunlife MFAs we get into this first quarter, the trend does not seem to change because the exit rate in the last quarter was very weak, especially on...
- Continue to prefer private banks in banking space: Mahesh PatilSmart stock picking has resulted in the fund outperforming the benchmark in the last one year as well as on a three-year basis with signifi...
- Expect market to consolidate around current levels over next 2-3 months: Mahesh Patil, Birla SunlifeAfter a sharp run in the market, valuations are now slightly above the long-term average. It could consolidate over the next two to three m...
- Maintain slightly positive view on IT pack: Mahesh Patil, Birla Sunlife MFWe have seen the rupee depreciation also benefiting. So the outlook on IT remains slightly positive, says Mahesh Patil, Birla Sunlife MF.
- Expect telecom cos to report good earnings growth: Mahesh Patil, Birla Sun Life MF'There is speculation that a further hike in the auction prices could be in store, and that will decide the stock’s movement.'
- Remain biased towards private sector banks: Mahesh Patil, Birla Sun Life MF"We are building a portfolio on accrual basis on the high interest rates that we see in the corporate debt side and slowly as interest rate...
- Expect IT sector to be market performer: Mahesh Patil, Birla Sunlife MF"We have been positioned in the private space for the last one year and that has played out pretty well for us."
- Rate cut expectations fuelling current market rally: Mahesh Patil, Birla Sunlife MFThe expectations of rate cuts have accelerated because of a steep fall in inflation. This is why we have seen such a sharp rally in markets.
- Don’t see too much downside risk to Indian equities: Mahesh Patil, Birla Sun Life MFMost of the negatives are already priced in, but the upside also is likely to be capped for the short term, says Mahesh Patil, Birla Sun Li...
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