Over the past two years, mutual fund managers had to navigate through two significant structural changes — Good and Services Tax (GST) and demonetisation. Following these, the micro environment improved mildly, but macro headwinds such as rising interest rates and crude prices were troublesome. Very few mutual fund managers managed to tide over volatility and deliver return. Among them is Shreyash Devalkar, fund manager of equities at Axis Asset Management, who is a stickler for quality and growth. He took charge of a fund that was spiralling down and turned it around by taking a contrarian call.
India's Best Fund Managers 2019
By choosing to focus on quality over valuation, Shreyash Devalkar has consistently managed to outperform the market
Summer wine and salad
Kishore Singh - January 19, 2015
The million-dollar question: Is investing a game of luck or skill?
Shankar Sharma - May 04, 2021
Every crisis is an opportunity, if you are on the right side of equities
Samir Arora - May 04, 2021
Viraj Mehta trusts the toughness and bounce of a company that has seen many trials
Viraj Mehta - May 04, 2021
Safir Anand spots a mid-sized company with the right chemistry and catalytic circumstances
Safir Anand - May 07, 2021