In this exclusive interview, Ashish Naik, Fund Manager at Axis Mutual Fund, shares valuable insights on managing assets worth over Rs 40,000 crore across multiple schemes. Naik discusses the challenges posed by stretched valuations, global macroeconomic shifts, and evolving market dynamics. He delves into Axis Mutual Fund’s strategic recalibration in response to these challenges, emphasising their focus on growth and quality investment strategies, sector diversification, and stock selection.

Topics covered include:

• Managing equity allocations amidst high valuations

• Key external risks, such as tariff wars and central bank policies

• The evolution of Axis Mutual Fund's strategy and portfolio adjustments

• The turnaround of Axis ELSS Tax Saver Fund

• Insights on new-age sectors with high growth potential

• Reflections on Axis Mutual Fund's performance and investor perception
  Naik’s experience offers listeners a deep dive into how one of India’s top asset managers is navigating market uncertainty while staying committed to long-term investor growth. Tune in to learn from one of the most respected voices in Indian mutual funds today!