Electrum Portfolio Managers midcap and smallcap portfolio, Electrum Laureate, gave the highest monthly returns of nearly 12% in August. In just 6 months, it has given a staggering 43% returns.
“My sense is that in the next three years, we are not going to see what we are seeing in the past 10, 15, 20 years because the risk free rate of return was itself much higher. That is what I would say to any investor who is looking to invest in equity.”
“From our perspective and that is what our portfolios reflect, pharma, telecom, media and bottom up ideas across the auto components, even in infrastructure companies like airports, ports, are where we see good opportunities for at least next one to three years. These companies are very well poised and are also available at a reasonable price”
Karma Capital Strengthens Product Lineup with Introduction of New Benchmark Aware Strategy, Magnolia aninews.in - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from aninews.in Daily Mail and Mail on Sunday newspapers.
The long-term risk for equity markets is the outcome of various state and national elections and the uncertainty associated with them, as they can have wide-ranging impact on policy decisions, says Darshan Engineer, Portfolio Manager, Karma Capital Advisors