Nilesh Shah lists 5 key challenges faced by mutual fund managers in generating alpha
Kotak Mutual Fund’s schemes have consistently delivered alpha across SIP, point-to-point, and rolling return bases, despite multiple constraints, said Nilesh Shah. Highlighting challenges like cash drag, stock weight limits, and transaction costs, Shah likened fund managers’ efforts to running a hurdle race while being judged as if they ran a flat race, showcasing resilience in outperforming benchmarks.