Interview - Vishal Kapoor CEO, IDFC AMC
Dalal Street Investment Journal|Dalal Street Investment Journal Volume no 34 Issue no 21 September 13th 2019
The Best Asset Allocation Looks To Maximise Returns And Minimise Risks In Line With Investors Profile And Objectives
Interview - Vishal Kapoor CEO, IDFC AMC

There has been a decline in the SIP inflows in the last two months (May and June) before recovering in the month of July 19. What is the sense that you are getting from investors?Are they frustrated with lower or negative returns? So, how has it impacted IDFC Mutual Fund and what measures the fund house is taking to control this situation?

It is good to see that the flows are still very strong with smart investors continuing to believe in the long term benefits of staying invested and reaping the benefits. When one looks at the quarterly averages between quarter ending in December, March and June, you will notice that consistently the averages have moved up for net SIP inflows and this despite the market being extremely volatile. This indicates a maturing investor who understands the value of staying invested,especially when the market is volatile. In terms of SIP book, IDFC Mutual Fund has grown faster than the industry. The average SIP book for the industry went up by 1.4% compared to last quarter and IDFC Mutual Fund’s SIP book grew by well over 10% during the same time. This is the outcome of our sustained efforts in promoting SIP as a smarter way to invest for long term investors.

The recent credit events such as IL&FS, Essel group and DHFL have adversely impacted the debt mutual funds, specifically, the credit risk funds and FMPs. How do you look at credit risk funds, going forward?

This story is from the Dalal Street Investment Journal Volume no 34 Issue no 21 September 13th 2019 edition of Dalal Street Investment Journal.

Start your 7-day Magzter GOLD free trial to access thousands of curated premium stories, and 8,500+ magazines and newspapers.

This story is from the Dalal Street Investment Journal Volume no 34 Issue no 21 September 13th 2019 edition of Dalal Street Investment Journal.

Start your 7-day Magzter GOLD free trial to access thousands of curated premium stories, and 8,500+ magazines and newspapers.

MORE STORIES FROM DALAL STREET INVESTMENT JOURNALView All
Does AUM Size Matter?
Dalal Street Investment Journal

Does AUM Size Matter?

Investors generally focus on a fund's past returns. They think that a larger fund is better. On the flip side, some investors raise concerns about whether a fund can sustain its strong performance after growing to a substantial size. What is the reality? Rakesh Deshmukh takes a closer look at the scenario

time-read
6 mins  |
March 11, 2024
Base Rate Investing: The Smart Investor's Secret
Dalal Street Investment Journal

Base Rate Investing: The Smart Investor's Secret

Base rate investing offers a distinct advantage to investors encouraging them to look beyond the noise and focus on underlying fundamentals and longterm trends. The article explains how by understanding and applying this strategy effectively, you can make informed investment decisions and potentially outperform the market over time

time-read
9 mins  |
March 11, 2024
Back To The 'All is Well' Feeling
Dalal Street Investment Journal

Back To The 'All is Well' Feeling

Domestic indices hit record highs on the back of robust performance in real estate, power, metals and automotive sectors

time-read
2 mins  |
March 11, 2024
Should Commodity Funds Be Part Of Your Portfolio?
Dalal Street Investment Journal

Should Commodity Funds Be Part Of Your Portfolio?

Commodities serve as tangible assets that offer investors a means to engage with the real economy and provide a degree of insulation from financial system disruptions. In this scenario, multi-asset allocation funds represent a more efficient vehicle for commodity exposure compared to hybrid schemes. Here are the details

time-read
8 mins  |
March 11, 2024
Asset Allocation & Diversification
Dalal Street Investment Journal

Asset Allocation & Diversification

Remember, when you diversify your investments, you minimise the chances of suffering from what is known as 'single security risk', or the risk that your investment will fluctuate widely in value with the price of one holding.

time-read
2 mins  |
March 11, 2024
Ten Commandments of Wealth Creation
Dalal Street Investment Journal

Ten Commandments of Wealth Creation

Financial Planning

time-read
3 mins  |
March 11, 2024
Gold Glitters Amid a Narrow Range Trading
Dalal Street Investment Journal

Gold Glitters Amid a Narrow Range Trading

Over the last two weeks, the commodities market displayed cautious activity with investors trading within narrow margins, eagerly awaiting pivotal economic data and insights from Federal Reserve officials.

time-read
2 mins  |
March 11, 2024
Can Global Equities Sustain the February Momentum?
Dalal Street Investment Journal

Can Global Equities Sustain the February Momentum?

Even though the markets touched new highs in February, they did experience some challenges, notably in the bond sector, which faced difficulties due to an uptick in interest rates.

time-read
2 mins  |
March 11, 2024
"Future outlook of railways and railway wagons industry appears promising"
Dalal Street Investment Journal

"Future outlook of railways and railway wagons industry appears promising"

Umesh Chowdhary Vice Chairman & Managing Director Titagarh Rail Systems Limited

time-read
3 mins  |
March 11, 2024
Metals and Mining: Poised For A Steely Performance
Dalal Street Investment Journal

Metals and Mining: Poised For A Steely Performance

While investors were drawn to the impressive rally in metal stocks, the recent interim budget indirectly bolstered the metals industry with substantial announcements in infrastructure, real estate, defence and railway sectors, which are known for their extensive use of metals. Mandar Wagh explores the future prospects of the industry, analysing financial performance, risks and growth triggers

time-read
6 mins  |
March 11, 2024