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In the hustle-bustle money management industry, Sohini Andani stands out as a truly exceptional individual. With a track record spanning over a decade, she holds the distinction of being the only fund manager in the country to have successfully presided over schemes across two market-cap segments. Currently serving as the Fund Manager at SBI Funds Management, Andani expertly oversees SBI's large-cap and mid-cap funds. During our conversation with her, we were captivated by her remarkable precision in providing answers. Whether delving into the active-versus-passive debate or sharing insights on the AMC's conservative near-term outlook, her responses were both concise and all-encompassing. Here is an excerpt from the interview. SBI Mutual Fund has been tempering investors' equity expectations in the near-term. Can you help us understand your viewpoint? The market valuation has been above average compared to the long-term averages. Even now, what we're seeing for the last two months or so is that both domestic (institutional investors) and FIIs (foreign investors) have been net buyers in the market. There are no sellers, leading to a strong movement in stock prices. We believe this is not sustainable. What should investors do when the markets are not in sync with the macros? Don't allocate all your money in one go. That way, you get some benefits of market volatility. That is the least that one could do. You will also need to look at your overall allocation to equities. If it is very high, then maybe, you should not incrementally allocate more towards equity; if it is low, you can probably invest gradually. Speaking of the broader banking and financial services sector, do you see them continuing to do well? What can affect their on
This article was originally published on July 04, 2023.
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