Mahesh Patil on Indian macros and the recent market trends

Published: Feb. 22, 2019, 1:18 p.m.

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.  

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In this conversation with Karthik Rangappa, Mahesh talks about:  

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1. 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