'Active fund managers identify gems that can deliver alpha'

Model-driven vs human-led portfolios? Models work well in areas where patterns are well-established and repeatable. While the ecosystem of well-constructed passive strategies has done well and is gaining popularity, India’s active investment opportunities are also evolving rapidly, unveiling new companies, sectors and prospects that don’t always fit historic patterns. That’s where active fund managers play a role by spotting undiscovered opportunities, applying judgment and identifying gems that can deliver alpha beyond what existing models can capture. Early SIF l

This article was originally published on October 21, 2025.