Guru Portfolio News

Over the past year, Soumya Rajan has moved from small-caps to large-caps, seeing froth in the mid- and small-cap rally

Meenakshi said 95% of his porfolio is in mutual funds and ETFs, and just 5% in direct stocks because he learned early in his career that stocking-picking wasn't for him.

Chandan, a contrarian investor, says he waits for right overreaction from market participants

As per available data, MFs command over ₹55 trillion in assets and traditional NPS tier-I funds have assets worth Rs1.75 trillion, while NPS tier-II funds only have ₹5,435 crore under its hood.

Vishal Khandelwal tries to apply Charlie Munger's investing philosophy in the Indian context

First Global's managing director and chairperson expects silver prices to increase at a faster pace than even gold prices

For the ace investor, making music videos isn't just a hobby; he uses them to emphasize investing the right way, with a healthy degree of caution. With 90% equities in his portfolio, he focuses on small- and mid-caps and real estate for passive income.

The co-founder of Zerodha is also a hedge fund founder and a prop tech and private equity investor, but his animating force these days is WTF, a podcast he launched in early 2023.

The Helios Capital founder says he has high hopes of the Union Budget that will be presented after the elections.