SANDEEP BAGLA
MF Tracker: TRUSTMF Small Cap Fund tops returns since last Diwali with 20% gains. Is the momentum sustainable?
Since last Diwali, TRUSTMF Small Cap Fund has delivered an impressive return of 19.82%, exceeding expectations against its benchmark. The fund manager credits strategic investments concentrated in industrials, healthcare, and consumer sectors for this success. Although small-cap investments are known for their growth prospects, they necessitate careful management and patience. Experts recommend a moderate allocation tailored to individual risk appetites and suggest systematic investment plans for gradual market exposure.
2 years, zero returns: Is it time for Nifty investors to be fearful or greedy?
Nifty investors face two years of flat returns, mirroring past periods that historically led to significant market recoveries. Data shows that after similar stagnation, one-year gains ranged from 5% to 50%. Valuations have become attractive, and earnings growth is projected to accelerate. Despite some concerns, the current market setup suggests a potential for strong returns as economic fundamentals improve.
Beyond the Nifty slump: Sandeep Bagla on why largecap valuations are ripe for comeback in 2026
Sandeep Bagla of TRUST Mutual Fund sees corrected large-cap valuations as a prime entry point for 2026, especially in banking and IT. Their new Large & Mid Cap Fund aims to capture this shift, blending large-cap stability with mid-cap growth. Bagla highlights opportunities in financialization, premium consumption, infrastructure, defense, and tech innovation, anticipating steady economic growth driven by demographics.
ETMarkets Smart Talk: Railways, defence, manufacturing and consumption could be in limelight in FY25: Sandeep Bagla
TRUST Mutual Fund's Sandeep Bagla is positive on specific sectors while cautioning on market corrections. Advocates prudent asset allocation, gold hedging. Discusses RBI's NBFC actions, client concerns on Nifty valuations, and global liquidity impact on market buoyancy. Bagla further says that global liquidity has been an important factor in the upbeat mood of the markets.
EMarkets Smart Talk: Looking for wealth creation ideas? Sandeep Bagla lists 8 themes for future investing
Sectors like banking and financial services, railways, infrastructure, and defence are likely to continue being favored sectors. Select manufacturing companies could perform well due to PLI schemes and production base diversification. The themes for the next few years are manufacturing, renewables, digitisation, infrastructure, urbanization, premium consumption, financialization of savings, and the rise of equity savings cult.
Indian mutual funds up government bond buying, bet on medium-term gains
"Benchmark yield is seen in the 7.32%-7.42% band, and mutual funds have added, but still some amount of tactical positioning is possible. This is also a good time to add positions gradually," said Dhawal Dalal, chief investment officer - fixed income at Edelweiss Asset Management.
- Go To Page 1
Sebi measures led to simpler classification of debt schemes, says Sandeep Bagla
"In 2018, the Sebi introduced scheme categorisation which ensured that schemes are put in homogenous buckets with appropriate labelling - which enables investors to identify the profile of the scheme easily," says Sandeep Bagla, CEO, Trust Mutual Fund.
Debt funds could emerge as top choice for savers, investors: Sandeep Bagla
"The penetration of mutual funds in India is still far lower than other developed countries and in the coming years, the fixed income funds could emerge as the top choice for savers as well as investors," says Sandeep Bagla.
This CEO sees bond funds as a better play in FY24 amid rise in yields
Sandeep Bagla, CEO of TRUST AMC, predicts that bond funds could perform well in 2024 due to increased yields and a potential decrease in inflation. He advises retail investors to turn to mutual funds rather than going direct to access equity markets as a fund manager has more resources to determine the long-term value of a company. Bagla believes that global diversification in 2023 could be better than in 2022 and suggests focusing on longer-term factors and values during periods of volatility.
Lower liquidity brings Ultra short-term debt MFs into focus
Liquidity in the banking system has slipped into deficit for the first time in three years. Shrinking liquidity and a pick-up in credit demand are expected to result in short-term interest rates firming up.
Trust Mutual Fund favours short-term bonds as inflation risks rise
Persistently high inflation increases the pressure on the central bank to hike rates more aggressively, leading to a rise in bond yields and losses for bond holders.
Trust Asset Management aims to collect Rs 500-cr via new money mkt fund
Sandeep Bagla, CEO, Trust Mutual Fund, said the asset management firm is targeting to raise Rs 300-500 crore through the new scheme -- TrustMF Money Market Fund.
RBI holds rates; What should debt mutual fund investors do?
The Reserve Bank of India on Wednesday held the policy rates again. Repo rate has been kept unchanged at 4.00% and the reverse repo rate at 3.35%.
Sebi clarifies rules on holding of liquid assets in debt mutual funds
Markets regulator Sebi on Friday clarified rules pertaining to holding of liquid assets in open-ended debt mutual funds.
Trust Group enters mutual fund business with Banking & PSU Debt Fund
Debt arranger Trust Group has started a mutual fund that would be launching a banking and PSU debt fund.
Trust group enters MF biz, to make debut via banking fund
Investors can expect 5% or higher tax free return in a time horizon of three and a half years. This is billed as an opportunity to earn higher interest income when traditional domestic rates are at record lows.
Bond market throws up arbitrage opportunity
Yields on nine-year paper are at least 16 bps higher than on the benchmark 10-year bonds.
FPI debt selling hits 18-month high in May
This underscores the diminishing appeal of emerging market assets amid steady climbs in crude oil prices globally and the cost of capital in the US.
How US Fed policy will impact India
The local unit is likely to trade in the range of 64.5-65.20 in the next few weeks.
No buyers for Indian bonds means more pain for Modi's debt plan
State lenders have been selling 4.7 billion rupees of government bonds on average every day.
How overseas flocking back to corporate bonds
Although the rupee has showed some signs of weakness in the past two weeks, it has been fairly stable with no sharp spikes.
Patel cash boost helps bond yields reclaim seven-year lows
The yield on government notes due January 2026 dropped four basis points to 7.05 per cent as of 11:58 am in Mumbai, prices from the RBI’s trading system show.
Budget 2016: Government pushes to increase fund flow to infrastructure, unlisted debt
In his budget speech finance minister Arun Jaitley said LIC will start a dedicated fund to provide credit enhancement to infrastructure projects.
Bonds drop most in a month as inflation seen accelerating
The yield on the government notes due May 2025 jumped three basis points, the most since September 7, to 7.57 per cent.
Bonds rally 2.2%, as poor growth data spurs rate cut hopes
"The general expectation now will be in terms of rapid rate cuts by RBI, since economic growth has fallen way below estimates," Sandeep Bagla, ICICI Primary Dealership, said.
RBI's Rs 10,000-cr open market operation for bonds undersubscribed
Dealers say the poor response was due to the fact that yields on the benchmark bonds have risen and dealers did not want to book losses by tendering bonds to RBI at higher yields.
Bonds: Differentials between yields and funding cost attractive
Government bonds are likely to rally further this week and the 10 year benchmark bond may trade in the range of 7.40%-7.50%.
AIG MF set to launch new fund schemes
AIG Global Asset Management Company (India) is set to launch a variety of mutual fund schemes in India, banking on India’s macro economic growth.
AIG Investments launches AIG Short Term Fund
AIG Investments on Monday announced the launch of AIG Short Term Fund, an open ended income scheme which will invest in short to medium term debt and money market securities.
Load More
