'The best years are yet to come for the industry as a whole'
It has been over a year since Nippon Life Insurance of Japan took over the reins of its mutual fund joint venture with Reliance Capital. We speak to Sundeep Sikka, ED & CEO, Nippon Life India Asset Management, to understand the strategy and the focus areas of the fund house.
The art of creating alpha
Sundaram Select Focus is among the few actively-managed large cap funds to have beaten their passive counterparts over the last one year. Its fund manager, Rahul Baijal, talks about his approach to generate alpha from the limited universe of large-cap stocks and the pockets of the market he is bullish upon