◆ MixedMutual Funds
‘Never ever chase any investment’: Why Kotak AMC MD Nilesh Shah warned investors against ‘once-in-a-lifetime’ bets
A mutual funds development with market-wide reach.
30 Sept 2026 · LiveMint Markets
Nilesh Shah emphasizes the need for patience and discipline in investment selection, warning against the fear of missing opportunities. He suggests that investors should look for sustainable growth across both public and private markets, as the lines between them continue to blur.
The analysis
Fund flows and NAV moves show where domestic retail conviction is actually going, month after month.
Because the driver here is macro rather than company-specific, the read-through is to index-level positioning rather than to any single name — correlations tend to rise when the whole market faces the same signal.
Market context
- This is a market-wide development — its reach goes beyond any single stock.