Paisa Vaisa with Anupam Gupta Mutual Funds: Adapting to New Investor Trends | Ft. Aashish Somaiyaa
Mar 24, 2025
Aashish Somaiyaa, CEO of White Oak Capital Management, shares insights on the changing landscape of the mutual fund industry. He discusses how social media is influencing investor behavior and highlights the shift towards high-return strategies and small-cap investments. Aashish emphasizes the importance of managing expectations and the complexities of Systematic Investment Plans (SIPs) amidst current market dynamics. He also warns against the pitfalls of chasing past performance while advocating for a balanced investment approach tailored for today's younger investors.
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Divided Industry
- The mutual fund industry is divided on investor behavior due to changing risk appetites and high-return strategies.
- Social media and post-COVID market conditions influence this division.
Balancing Act
- Mutual funds need to balance outperforming the index with launching new schemes to attract investors.
- This can lead to conflicts of interest, especially during market peaks.
Generational Differences
- New investors have different experiences and perspectives on the market than previous generations.
- These investors also react differently to advice and market fluctuations.
