HARSHA UPADHYAYA
Auto sector to remain an outperformer for next 2 years: Harsha Upadhyaya
However, if you look at the next four trading sessions, they are quite eventful. Tomorrow is expiry. Day after tomorrow is a deadline for MSCI rebalancing. We have exit poll results coming in before the market starts on Monday and then we have the election outcome coming the next day.
ETMarkets Fund Manager Talk: Mid, smallcap cos to deliver 7-9% higher earnings growth than Nifty: Harsha Upadhyaya, Kotak Mahindra AMC
Harsha Upadhyaya predicts that mid and smallcap baskets are going to outperform the Nifty with 7-9% higher earnings growth. Strong SIPs signal market resilience. Positive outlook for FY25 earnings. Foreign investors expected to increase inflows.
Earnings growth to remain quite strong in auto, cement & pharma sector: Harsha Upadhyaya
Clearly, there are a couple of sectors which are likely to exhibit better earnings growth compared to the market average earnings growth even going forward, that has been the case for financial year 2024.
Know Your Fund Manager: Harsha Upadhyaya, CIO Equity, Kotak Mahindra AMC
After post-graduation, I began at UTI, transitioned to sell-side, and honed equity research skills. Returned to UTI after a decade, managed funds at DSP Blackrock, and now head equities at Kotak.
From risk-reward perspective, better to be tilted towards largecaps: Harsha Upadhyaya
Harsha Upadhyaya, CIO-Equity at Kotak AMC, believes that while it is difficult to find value buys in the current market, there are sectors with potential for decent earnings growth that could outperform the market. He does not expect the Sebi alert and AMFI's risk disclosure requirements to impact mutual fund flows.
Kotak Bluechip Fund turned Rs 10,000 monthly SIP into Rs 3.5 crore in 25 years
Kotak Bluechip Fund has generated these returns amidst many economic and global headwinds such as the 2000 Dot-com Bubble Burst, the 2008 Global Financial Crisis, the 2016 Demonetization, and the 2020 COVID-19 Pandemic, among others, according to the press release.
Kotak Mutual Fund announces change in fund managers for six schemes
The notice cum addendum also stated that the fund house has recently appointed Atul Bhole, Rohit Tandon, and Mandar Pawar as key personnel and fund managers in Kotak Mutual Fund.
Are the bulls getting tired now? How long will the rally across PSUs continue? Harsha Upadhayaya explains
HDFC Bank's Q3 results indicate sluggish deposit growth, raising questions about funding credit growth. Debt mutual funds are grappling with lack of interest due to recent taxation changes. Retail investors show no inclination towards debt papers. If corporate India needs debt, who will provide the necessary funds? This situation could potentially raise doubts about the expected growth rates of the economy.
In this kind of a market, it is always prudent to keep some amount of cash: Harsha Upadhyaya
“If you speak in terms of sectoral or sub-segment related valuation risks, probably defence, railways, all these areas have seen significant re-rating in recent times. Definitely from a medium to long-term perspective, there is a lot of growth and a lot of money to be made but one cannot extrapolate the kind of moves that we have seen in the past six or nine months.”
Harsha Upadhyaya on investment strategy for 2024 & where to invest in largecaps
“Inflation is definitely under control. We have seen quite a bit of moderation in the last few quarters and even going ahead, barring some uneven food inflation numbers that may come up temporarily, overall inflation trajectory seems to be well in control. Crude has fallen from $95 to about $75 a barrel. Inflation is unlikely to become a spoilsport in the very short term.”
Keep looking at opportunities and valuations around them: Harsha Upadhyaya, Kotak AMC
“Assuming that you are a medium to long-term investor, you enter in a disciplined manner on a staggered basis, a larger midcap fund is a good allocation that you can make in your portfolio. And it should give you stability of largecaps and also potential kick-up from midcaps with a reasonable control on the volatility overall.”
Kotak Nasdaq 100 Fund of Fund: What an investor needs to know before diversifying into it
“This should be looked at only from the view of diversification. As it is a thematic product, the proportion should be much lower compared to your overall investments. The reason to look at this is some of these companies which are part of Nasdaq index, are not available for investments in any other format in India.”
ETMarkets Fund Manager Talk-Harsha Upadhyaya's investment mantra for index-beating returns
Harsha Upadhyaya, the manager of the Rs 40,000 crore fund, shared the investment philosophy followed by the AMC irrespective of the market phases, which has helped consistently outperform.
We are expecting mid-teens earnings growth over next two years: Harsha Upadhyaya
So, we expect that in the September to December quarter somewhere you will see a significant improvement in the profitability of the cement companies.
Sustenance of higher valuations to be dependent on flows as well as earnings: Harsha Upadhyaya
The domestic flows have been very, very sticky and growing as well so to that extent, no issues on the flows. Yes, there will be ups and downs in between but overall, I think India seems to be getting reasonable attention from everywhere.
Indian growth is going to be more resilient than global growth: Harsha Upadhyaya
We have always been trading at about 40 to 45% premium to other emerging markets in terms of valuations. But at that point of time, the valuation premium stretched to almost like 80 to 90%.
Here's why Harsha Upadhyaya is bullish on auto sector
We are positive. We believe that at least in the large cap basket earnings are going to be resilient that is what we have seen even in the fourth quarter.
4 sectors Harsha Upadhyaya is bullish on for near term
And while we do all of this, we also focus on cash flow generation and capital efficient policies of the company. Andfinally, the valuation filter comes in.
Here's why Harsha Upadhyaya is overweight on auto sector
We have been positive on the domestic businesses for quite some time now. We are continuing with that even now because we believe that domestic growth is a lot more resilient than global growth
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