Ashutosh Bhargava of Nippon India Mutual Fund on India's Equity Outlook & Investing Strategies in 2025

Value Research

In this exclusive interview, Ashutosh Bhargava, Head of Equity Research and Fund Manager at Nippon India Mutual Fund, shares his insights on the current state of the Indian equity market in 2025. He discusses the challenges of momentum investing, the outlook for equity markets, and why disciplined investing is essential in today’s volatile environment. Ashutosh highlights the primary drivers of market performance, such as improved fiscal policy, the RBI’s supportive stance, and the post-earnings downgrade recovery. He also delves into strategies for navigating market uncertainties, including the appeal of flexi-cap and multi-cap funds, which offer a balanced risk-reward ratio.

Additionally, Ashutosh sheds light on the performance of Nippon India Multi Cap Fund, the role of sectoral allocation, and how momentum investing can be both a rewarding and risky strategy in volatile markets. For retail investors looking for practical advice, Ashutosh advises a disciplined approach through systematic investments and careful asset allocation.

Tune in for expert guidance on how to manage your portfolio, especially in uncertain times, and understand the best strategies to capitalize on the opportunities that lie ahead in the Indian market.