Gold’s run may cool, consumption and pharma could lead next leg of growth: Sailesh Raj BhanNippon India Mutual Fund’s CIO Sailesh Raj Bhan says it’s time to rebalance portfolios as gold’s strong run gives way to earnings-led equit...
20 Oct, 2025, 09.00 AM IST
Earnings should be back to double-digit over next 2 years: Sailesh Raj BhanSo, if you look at the PSU construct, PSU banks specifically the leaders are sensibly priced so there is no challenge there. The challenge ...
29 Oct, 2024, 02.02 PM IST
Euphoria on Dalal Street draws warning from top-performing fund of 2023Global funds piled a net $17 billion into the nation’s equities in the first eight months of this year as optimism over growth in the econo...
18 Sep, 2023, 09.59 AM IST
Utilities a good growth story rather than just value play: Sailesh Raj BhanSo, it is a cyclical change which can last for 5-10 years in terms of growth rates in utilities or power utilities.And as you know, the siz...
01 Aug, 2023, 10.55 AM IST
3 sectors Sailesh Raj Bhan is bullish on for near termBut you know, there is a case we are finding that in a lot of pockets, euphoria is getting built up, especially select pockets where mid-si...
01 Aug, 2023, 10.27 AM IST
Sailesh Raj Bhan on what to do with IT and pharma stocks nowThe IT sector is experiencing slower growth rates, which could lead to a correction in the current 20-multiple valuation of these businesse...
21 Mar, 2023, 09.19 AM IST
Manish Gunwani quits Nippon India MF; Shailesh Raj Bhan is new CIO - equityGunwani was managing many popular schemes like Nippon India Flexi Cap Fund, Nippon India Growth Fund and Nippon India Balanced Advantage Fu...
03 Nov, 2022, 10.07 AM IST
Gunwani quits Nippon Life AMC, Sailesh Bhan new equity CIOBhan, who has been with the asset manager since 2004, is the deputy CIO-equity. He manages products including Nippon India Large Cap, Nippo...
03 Nov, 2022, 06.21 AM IST
Current valuations for most large pharma companies still reasonableThe health crisis has brought the focus back to the medical fraternity and the pharma sector. While the sector was already under recovery s...
01 May, 2020, 11.48 AM IST
Fund manager eying India stimulus bets on domestic demand stocksThe S&P BSE Sensex is down 23% from its January record high following a sell-off in March.
29 Apr, 2020, 01.25 PM IST
Earnings will accelerate if no macro headwinds occur: Sailesh Raj Bhan, Reliance Mutual Fund"Despite challenging reforms, we have seen acceleration in demand in many sectors reflecting the shift in overall economic activity levels,...
25 Jun, 2018, 06.30 AM IST
Pharma sees surge in domestic interest even as FPIs cut betsAnalysts said concern over near-term prospects may have prompted FPIs to sell.
24 Jul, 2017, 09.39 AM IST
Money may move to largecaps in next 12-18 months: Sailesh Bhan, Reliance MFGST may facilitate and remove friction and push GDP growth higher by may be 50-100 bps
29 Jun, 2017, 01.00 PM IST
Fund review: Reliance Top 200 FundReliance Top 200 scheme invests 70-80 per cent in top 100 companies and remaining in the mid-and small-sized companies.
23 May, 2017, 09.39 AM IST
Invest in pharma funds with a three to five year horizonAt a time when the equity markets are performing badly, defensive sectors like Pharma are supposed to remain shock-proof from events like d...
28 Nov, 2016, 02.13 PM IST
Market is polarised due to distortions in valuations: Sailesh Raj Bhan, Reliance Capital AMC"There is one part of the market which is available at disproportionately higher index levels and the other segment is available at much lo...
26 Nov, 2013, 04.32 PM IST
Reliance MF to launch new close-ended equity schemeReliance Mutual fund today said it will launch a new scheme -- Reliance close-ended equity fund- series A -- having a five year lock-in per...
14 Nov, 2013, 05.35 PM IST