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investment strategy: Be patient; have a diversified portfolio with infra, capital goods and bank stocks: Sunil Subramaniam

Sunil Subramaniam emphasizes the significance of SIP book flow, SEBI regulations, fund managers' role, NIM impact in the BFSI space, and the strategy of playing the infra and defense story through corporate banks for sustained growth.

RBI status quo, likely dampener for long-duration fund investors

Is growth the new value? Top fund manager's take on investing, portfolio must-haves at all-time highs

The recent surge to all-time highs isn't just a pre-election rally, according to Sunil Subramaniam, MD and CEO of Sundaram Mutual. He views it as a sustainable trend and suggests that large-cap IT stocks will provide portfolio stability in case of a rebound in the sector. He doesn't expect private banks to take the leadership just yet.

Asset Allocation: Stay cautious! Wait for the results & guidance before making fresh allocations: Sunil Subramaniam

Sunil Subramaniam stresses diversification, cautious market entry, and guidance reliance for retail investors. Company outlook, private sector capex, and global uncertainties will impact future positioning. Diversification is crucial amidst market unpredictability. Subramaniam says not to put all your eggs in just a couple of baskets and diversify as well as have outlook portfolios.

midcaps and smallcaps: Is the worst over in mid and smallcap stocks and value buying emerging? Sunil Subramaniam answers

The Sweet Spot Will Be In The Mid-cap Space: Madanagopal Ramu

PSU banks: For next 3-4 years, PSU banks can be a good bet: Sunil Subramaniam

Sunil Subramaniam prefers good quality in portfolio, whether PSU or private sector, due to capital adequacy and government ownership ensuring governance. He sees value in TVS, M&M, Tata Motors, Maruti. Two-wheelers and entry level passenger cars expected to bounce back. Bullish on commercial vehicles due to capex and election cycle. Ample liquidity in market, mid and smallcaps attracting investment.

Sundaram Mutual Fund appoints Anand Radhakrishnan as Chief Executive Officer

Managing Director Sunil Subramaniam is scheduled to retire in June 2024 after 19 years of dedicated and invaluable service, and Anand will take over as the Managing Director in July 2024 at Sundaram Mutual Fund.

Tax change spells death knell for target maturity funds  - The Hindu BusinessLine

sunil subramaniam: This report card budget has given positive signals for equity markets: Sunil Subramaniam

The reduction in interest rates in the debt market is leading to increased flow of money into hybrid funds, which provide a tax-efficient way to participate in the reducing debt market. This has positive implications for the private sector as it reduces the crowding out effect of the government, leaving more capital for private sector borrowing. The lower borrowing program announced by the government also reduces pressure on yields, resulting in mark-to-market gains for banks and mutual funds.