Indian IT stocks face an AI-driven reset, with growth expectations recalibrated. Fund managers see opportunity in banking and financials, c...

Shreyash Devalkar of Axis Mutual Fund advises careful investment. Pharma faces neutral impact from US tariffs. IT sector experiences global...

Shreyash Devalkar of Axis Mutual Fund suggests a shift in investment strategy. Broad investment themes are less effective now. He recommend...

Fund Manager Shreyash Devalkar notes that while macro factors like US flows and controlled inflation support the market, valuations, especi...

Axis Mutual Fund is renaming two of its equity funds, effective June 2. Axis Bluechip Fund will now be known as Axis Large Cap Fund, while ...

Axis MF's Shreyash Devalkar suggests largecaps are fairly priced, while mid and smallcaps, despite growth potential, need further valuation...

Thirdly, there are some global factors as well that what is the trajectory of China's stimulus, so that has been one of the key factors, wh...

It has gems jewellery and paint, consumer electronics, telecom, hospital, power, even it has power utility which is one of the highest grow...

Regarding the consumption part of the economy, the market was probably expecting more. However, some state budgets have announced spending ...

As a result, we are seeing good flows in the multi-cap category compared to large-cap, which used to be the case earlier. Even the large-ca...

Shreyash Devalkar of Axis Mutual Fund discusses the market volatility and potential growth areas like FMCG, private banks, and IT. He empha...

Shreyash Devalkar of Axis Mutual Fund discusses market volatility, opportunities in mid/smallcaps, sector focus on earnings, and the long-t...

Shreyash Devalkar discusses lending entities, stable macros, RBI's GDP target, market dynamics during elections, valuation, attractive segm...

Even the most seasoned professionals at asset management companies don’t profess to make sense of what has transpired in the past 18-odd mo...

he Axis Multicap Fund, as the name suggests, would invest across all the market capitalisations.

"We would put our bets primarily on the B2C space which should be beneficiary of better monsoon as well as the multiplier effect of Seventh...

We clearly avoid companies where deleveraging is because of asset sales or because of the capital raising in the market.