'Lumpsum can fare better than SIP/STP in uptrending market'

How is your team viewing the current market valuations and preparing for possible corrections? Aggregate valuations are higher than historical norms, especially in mid and small caps. This is partly justified by India's stronger macro outlook, particularly current account dynamics. This scenario may lead to a steady drop in India's cost of equity, supporting elevated valuations. We're measured tactically as returns have outpaced nominal GDP significantly in recent years. At Bandhan AMC, we focus on risk management with enhanced processes to manage adverse scenarios. Our Fund Casing framework defines risk boundaries for each fund, limiting deviation from benchmarks based on stock quality, market cap and sector. Are index and factor-based passive funds a fad or a lasting investment strategy? Index funds are becoming key components in institutional

This article was originally published on October 25, 2024.