How we handled rising yields in fixed income funds
How we managed money beyond borders in international funds
Key takeaways
Key learnings from this webinar
In any situation, the investors should keep their emotions in check. Investing is about optimism.
Over the last year, we classified businesses into fragile, robust, and anti-fragile. You must be ruthless in these times about exiting fragile businesses.
Agility and not being driven by valuations in our asset allocation worked well in the balanced advantage fund. A lower allocation to mid and small caps in BAF, hurt relative to peers.
The post-tax returns of the Edelweiss Arbitrage Fund continue to be better compared to other low-risk option
When investors look at our passively managed funds, they are getting exposure to a 100% AAA CPSE, Sovereign Bond, or SDL, which provides an extremely high level of peace of mind
Partnership with JP Morgan Fund for international funds has helped the funds deliver alpha over the benchmark in the last few years.
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