'Earnings more than multiples will drive outcomes'

Summary: Edelweiss Asset Management’s Radhika Gupta calls the year exciting and names a portfolio mistake. She explains why a headline number understates how much of her book is passive, and why she won’t predict which part of the business carries the next five years.

Summary: Edelweiss Asset Management’s Radhika Gupta calls the year exciting and names a portfolio mistake. She explains why a headline number understates how much of her book is passive, and why she won’t predict which part of the business carries the next five years. How would you describe the past 12 months for your fund house in one sentence? Incredibly exciting. Our work across SIF, GIFT and passives was among the most innovative, with some launches winning tremendous love and scale. The Altiva’s brand scale-up is the stuff AMC dreams are made of. What was your single biggest mistake this year, and what did it c

This article was originally published on October 23, 2026.