Growth in equity funds with Harshad Patwardhan | Edelweiss Mutual Fund Annual Open House

The Edelweiss Mutual Fund had its first Annual Open House on 30th April 202. In this section, Harshad Patwardhan CFA, CIO – Equities, Edelweiss AMC, speaks about how our equity funds fared last year. He also discusses about what went right and what didn’t and presented his learnings for the past year. • What worked: Active sectoral management in a volatile year • What didn't: Capital allocation between large cap, mid cap and small cap • Over the last year, we classified businesses into fragile, robust, and anti-fragile. • Antifragile businesses benefit from the crisis. They are resilient to shocks. . Watch the complete video here 0:00 – Introduction 2:43 – Navigation through the turmoil of last year 5:55 – Engaging with our Partners 11:17 – Sectoral Positioning – changes & preferences 12:44 – What worked for us and what did not 13:51 – Our Performance Q&A 15:41 – Take on the debate with regards to high-quality growth-oriented stocks vis-a-vis cyclical and value-driven businesses 18:30 – Volatility is a friend and not a risk measure 20:19 – Valuation gap in mid-caps & large-caps #HarshadPatwardhan #EquityFunds #EdelweissMutualFund #OpenHouse Invest in Mutual Funds Here: https://www.edelweissmf.com/types-of-... Find a Mutual Fund Guide Here: https://content.edelweissmf.com/find-... To know more in detail, connect with us: Website: https://www.edelweissmf.com YouTube:    / @edelweissmutualfunds   Twitter:   / edelweissmf   Facebook:   / edelweissmutualfund