Nifty rallying, but portfolios down? Diwali run masks retail pain as smallcaps extend year-long slideThe Nifty 50 is reaching new heights driven by large companies. However, many smallcap stocks are not participating in this rally. Investor...
20 Oct, 2025, 09.52 AM IST
Look beyond tariffs; great potential in building materials, domestic pharma and chemicals: Sorbh GuptaBajaj Finserv AMC’s Sorbh Gupta said US tariffs on India pose limited earnings risk, with only 2% of MSCI India revenues exposed. He sees s...
29 Aug, 2025, 04.54 PM IST
Largecaps remain attractive amid global volatility and tariff uncertainty: Sorbh GuptaThe portfolio allocation has moved towards more of domestic consumption including banks. Banks are beneficiary of domestic economy doing we...
29 Apr, 2025, 08.11 AM IST
Sorbh Gupta continues to be bullish on consumer & pharma stocks. Here’s whySorbh Gupta, Senior Fund Manager at Bajaj Finserv AMC, expresses optimism about consumption trends and the pharmaceutical industry. He sees...
11 Dec, 2024, 08.11 AM IST
ETMarkets Smart Talk: There will be FOMO among long only FIIs in Modi 3.0: Sorbh GuptaOn the day of the result, the market experienced increased volatility. But we anticipate that this volatility will lessen over the coming d...
14 Jun, 2024, 09.00 AM IST
Bajaj Finserv Mutual Fund files papers to launch seven schemesBajaj Finserv received the final approval to commence its mutual fund operations from the Sebi last month. The asset management business ha...
11 Apr, 2023, 02.14 PM IST
Sorbh Gupta on 3 sectors one can bet on in this stock picker’s market“It is not a rally where everything will move up the way it has moved in the last one-and-a-half months. We should focus on companies which...
19 Aug, 2022, 03.45 PM IST
These underperforming sectors of 2022 are likely to emerge as dark horsesSorbh Gupta- Fund Manager for Equity at Quantum AMC said he is positive on the IT sector. Gupta said the recent correction in the sector du...
22 Jul, 2022, 09.37 AM IST
Why Quantum's Sorbh Gupta favours a contrarian approach in cyclical stocks“Over the last six months, we have used this opportunity to trim some names that have done fantastically well and have given us very good r...
12 Apr, 2022, 09.07 AM IST
Want to beat headwinds? Bet on these 4 sectors: Sorbh Gupta“We are focussing on cyclicals and so banking remains our bigger bets. Other than that bullish on consumer discretionaries, cement and IT.”
08 Feb, 2022, 09.19 AM IST
Bet on infrastructure mutual funds to benefit from budget 2022The budget may not have much for mutual fund investors. But investors can bet on the infrastructure sector funds to benefit from the budget...
01 Feb, 2022, 02.16 PM IST
Sensex falls 1,700 points. What should equity mutual fund investors do?The BSE Sensex fell more than 1000 points in the first half of Friday. The correction is seen as a direct impact of the detection of a new ...
27 Nov, 2021, 10.57 AM IST
Allocate 25% to value strategy, says Quantum Mutual FundQuantum mutual fund believes from a long-term financial planning perspective, investors should create a diversified equity portfolio throug...
11 Nov, 2021, 11.53 AM IST
'Equity, Gold have long-term potential; use liquid funds to navigate debt volatility'Companies’ operating profit have been moving up sharply and is at the highest levels since past 6-7 years. Net sales are also moving up to ...
03 Aug, 2021, 09.56 AM IST
Small and mid caps expensive; stagger your investment, says Quantum MFFund managers at Quantum Mutual Fund, that follows a value style of investing, believe the Indian markets are trading at a premium relative...
08 Jul, 2021, 09.57 AM IST
Value mutual funds make a strong comeback. Should you invest?Value funds are those mutual fund schemes which invest in stocks which are priced lower than their intrinsic value. Value stocks are basica...
04 May, 2021, 10.45 AM IST
Should mutual fund investors worry about 2019 elections?The general election may be around six months away, but some mutual fund investors are really concerned about it.
01 Nov, 2018, 11.06 AM IST