Mahesh Patil is the Co-Chief Investment Officer of Aditya Birla Sun Life AMC and one of the biggest names in the fund management space. He leads a team of twenty, comprising fund managers and analysts, managing around INR 88,590 crores in equity assets.
\nIn this conversation with Karthik Rangappa, Mahesh talks about:
\n1. Overall macros of India and the factors that will influence growth
\n2. Earnings growth and corporate profits
\n3. The divergence between Nifty and Nifty small and mid-cap indices
\n4. The issue of pledged promoter holdings in mutual funds
\n5. Navigating quality and junk stocks
\n6. Passive investing and ETFs