Business Today
In this episode of Market Guru, we speak with Satish Ramanathan, CIO–Equity at JM Financial AMC, to take a deep dive into the JM Midcap Fund and understand the investment philosophy driving its performance. Launched in November 2022, the fund has delivered a strong return since inception, backed by a diversified portfolio of 63 stocks. Satish Ramanathan discusses the fund's stock selection process, sector allocation strategy, risk management framework and the opportunities he sees in India's mid-cap space. We also examine key holdings including Godfrey Phillips India, Bharat Forge, Tube Investments of India, Marico, Glenmark Pharmaceuticals, and other portfolio favourites. The conversation covers the outlook for Indian equities, valuations in the mid-cap segment, emerging investment themes, and what investors should keep in mind while building long-term wealth through mutual funds. If you're looking to understand whether mid-cap funds deserve a place in your portfolio, this discussion offers valuable insights from one of the industry's leading fund managers. Watch Market Guru for expert market insights, fund analysis and actionable investment ideas.
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