Guru Portfolio News
Large-caps & Reits: India’s largest investment adviser’s shifts
Over the past year, Soumya Rajan has moved from small-caps to large-caps, seeing froth in the mid- and small-cap rally
4 min read10 Jun 2024Why PrimeInvestor’s Srikanth Meenakshi prefers mutual funds to stocks
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.
6 min read30 May 2024Crowd is right on trends, but wrong on ends: Nimesh Chandan of Bajaj Finserv AMC
Chandan, a contrarian investor, says he waits for right overreaction from market participants
10 min read6 May 2024Why Sumit Shukla has funds tied up in NPS tier-II, not MFs
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.
5 min read30 Apr 2024A look at ’Safal Niveshak’ Vishal Khandelwal’s investment philosophy & strategy
Vishal Khandelwal tries to apply Charlie Munger’s investing philosophy in the Indian context
7 min read28 Apr 2024A look at ’Safal Niveshak’ Vishal Khandelwal’s investment philosophy & strategy
Vishal Khandelwal tries to apply Charlie Munger’s investing philosophy in the Indian context
1 min read1 May 2024Why Devina Mehra is bullish on silver
First Global’s managing director and chairperson expects silver prices to increase at a faster pace than even gold prices
7 min read21 Apr 2024Chain smokers may survive for 30 years, F&O traders die sooner: Vijay Kedia
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.
7 min read17 Apr 2024Let a hundred flowers bloom: Nikhil Kamath’s approach to life and investing explained
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.
4 min read14 Apr 2024Why Samir Arora of Helios Capital is betting on travel and PSU stocks
The Helios Capital founder says he has high hopes of the Union Budget that will be presented after the elections.
5 min read14 Apr 2024Popular Topics
Budget
The Union Budget contains details about the estimated receipts and the expenditure of the government for a particular fiscal year. The Budget is allotted for the upcoming fiscal year, which runs from 1st April to 31st March of the next year. Here is a quick guide on how the Union Budget is prepared
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