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ETMarkets Fund Manager Talk-Harsha Upadhyaya s investment mantra for index-beating returns

Harsha Upadhyaya, the manager of the Rs 40,000 crore fund, shared the investment philosophy followed by the AMC irrespective of the market phases, which has helped consistently outperform.

Harsha upadhyayaKotak mahindra asset management companyMahindra asset management companyKotak select focus

Harsha Upadhyaya s investment mantra for index-beating returns

Harsha Upadhyaya, the manager of the Rs 14,000 crore fund, shared the investment philosophy followed by the AMC irrespective of the market phases, which has helped consistently outperform.

Harsha upadhyayaKotak mahindra asset management companyMahindra asset management companyKotak select focusEconomic timesEconomic times news appDaily market updatesLive business

We are expecting mid-teens earnings growth over next two years: Harsha Upadhyaya

So, we expect that in the September to December quarter somewhere you will see a significant improvement in the profitability of the cement companies.

Harsha upadhyayaKotak amcUltratech cement

earnings: Sustenance of higher valuations to be dependent on flows as well as earnings: Harsha Upadhyaya

earnings: Sustenance of higher valuations to be dependent on flows as well as earnings: Harsha Upadhyaya
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Harsha upadhyaya

Kotak Quant Fund: Kotak Mutual Fund launches Kotak Quant Fund

The scheme will be benchmarked against NIFTY 200 TRI. The scheme will be managed by Harish Krishnan (equity investment), Abhishek Bisen (debt investment), and Arjun Khanna (foreign securities investments).

Reits invitsHarish krishnanNilesh shahHarsha upadhyayaAbhishek bisenArjun khannaKotak quant fundKotak mutual fundMutual fundForeign securitiesManaging directorDecision review systemQuant fundEconomic times news appDaily market updatesLive business

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