At the Morningstar Investment Conference India 2026, the "Meet the Manager" series offers delegates a rare chance to engage directly with some of the country's most prominent fund managers in an intimate, focused format. These sessions are designed as short, sharp conversations — each one built around a manager's specific area of expertise, investment philosophy, and current market outlook. These sessions give investors, advisors, and industry professionals a chance to hear directly from the people making portfolio decisions, ask pointed questions, and walk away with a clearer sense of how these managers are reading today's market and positioning for what comes next.
Session 1 (11:25 – 11:45 AM): Multicap: Navigating the Market's Changing Leadership
Nitin Arora, Equity Fund Manager at Axis Mutual Fund, opens the series with a discussion on multicap investing in an environment where market leadership continues to shift across large-, mid-, and small-cap stocks. The session will explore how a multicap strategy provides the flexibility to adapt to these changing dynamics, enabling fund managers to pursue opportunities across the market rather than remain constrained by a single segment. Investors can expect insights into how this approach may help navigate uncertainty while positioning portfolios for evolving opportunities.
Session 2 (1:20 – 1:40 PM): From Uncertainty to Confidence – Why Multi Asset Investing Matters Today
Daylynn Pinto, Senior Fund Manager, Equity at Bandhan AMC, will share perspectives on the growing relevance of multi-asset investing in an environment marked by uncertainty and market volatility. The session will focus on how combining different asset classes can help improve diversification, enhance portfolio resilience, and support long-term investment outcomes.
Session 3 (1:40 – 2:00 PM): Macroeconomic Outlook and Large Caps
Karthikraj Lakshmanan, Fund Manager at UTI AMC, will bring a top-down lens connecting the dots between India's broader macroeconomic trajectory and its implications for large-cap investing. This session promises insight into how macro signals, from growth trends to policy shifts, are shaping conviction in the large-cap space.
Session 4 (2:00 – 2:20 PM): Balancing Risk and Reward in Mid Cap Investing
Atul Bhole, Executive Vice President and Fund Manager – Equity at Kotak AMC, will address one of the interesting conversations in Indian equities: how to approach mid-cap investing when the segment offers both higher growth potential and higher risk. This session will look at the framework he uses to identify quality opportunities in the mid-cap space while managing the volatility that often comes with it.
Session 5 (3:40 – 4:00 PM): Alpha Beyond the Index: Is India Entering the Age of Listed Alternatives?
Closing out the series, Naveen Kulkarni, CIO – PMS & Listed Equity Alternates at Axis Mutual Fund, will pose a forward-looking question: is India's market maturing to a point where listed alternatives become a meaningful source of alpha beyond traditional strategies? This session will explore what this shift could mean for how sophisticated investors construct portfolios in the years ahead.
Together, these five sessions offer a well-rounded view of the Indian investment landscape, spanning multicap and multi-asset strategies, macro-driven large-cap positioning, mid-cap risk management, and the emerging world of listed alternatives, each shaped by the on-the-ground perspective of the fund managers steering these strategies.
More information on our conference website.