Building Alpha Beyond Consensus | Sumit Agrawal, Fund Manager I Nuvama Flexicap PMS | PMS AIF WORLD
Building Alpha Beyond Consensus | Sumit Agrawal, Fund Manager – Nuvama Asset Management | PMS AIF WORLDHow do you generate alpha when the market is rewarding pure growth, valuations are stretched in several pockets, and conventional large-cap portfolios are struggling?
In this Friday Webinar conversation, Kamal Manocha, Founder & CEO, PMS AIF WORLD, speaks with Sumit Agrawal, Fund Manager – Equities, Nuvama Asset Management, about his investment philosophy, the “Profit Cycle” approach and how he looks for opportunities beyond consensus.
With over two decades of investment experience, Sumit shares his framework for identifying companies where the underlying profit cycle is changing — often before the broader market recognises the opportunity.
⏱️ Chapters
00:00 – Introduction: Building Alpha Beyond Consensus
01:56 – Sumit Agrawal: 20+ Years of Investment Experience
02:29 – Nuvama Asset Management & Investment Approach
05:47 – Sumit Agrawal’s Investment Journey & Track Record
09:16 – Nuvama Flexi Cap Strategy: Performance & Philosophy
10:16 – Why Flexibility Across Market Caps Matters
11:38 – Moving Beyond Traditional Investing Styles
12:42 – The “Profit Cycle” Investment Approach
14:36 – Identifying Profit-Cycle Inflection Points
15:48 – Transformer, Hotels & Capital Markets: Profit-Cycle Examples
17:24 – Finding Non-Consensus Ideas Before the Market
19:33 – Clean Energy, Defence, AI & Large-Cap Opportunities
20:39 – How Profit Cycles Can Create Significant Alpha
21:16 – Investment Framework: Structural Themes + Profit Cycles
22:15 – Forward-Looking Financial Filters & Portfolio Construction
23:50 – Q&A Begins: Growth vs Valuation
25:19 – Finding Opportunities Beyond the Top 500 Stocks
27:04 – Valuation Discipline & Looking Beyond 1-Year Earnings
28:07 – When to Exit: Managing Extreme Valuations
29:08 – August Performance & September Market Volatility
30:25 – Portfolio Realignment: Why Mid & Small Caps Look Attractive
31:41 – Dynamic Large-Cap, Mid-Cap & Small-Cap Allocation
32:57 – Sector Allocation: Financials, IT, Industrials & Real Estate
34:48 – Why the Fund Remains Underweight on IT
35:20 – Power Equipment, Real Estate & Consumer Opportunities
36:57 – Valuation Discipline in Mid & Small Caps
38:16 – Growth, PEG & Portfolio-Level Valuations
39:19 – PMS vs Mutual Funds: Should Investors Reallocate?
40:20 – The Role of Differentiated Strategies in Asset Allocation
42:28 – Closing Thoughts & PMS AIF WORLD Perspective
About the Speaker :
Sumit Agrawal is a Fund Manager – Equities at Nuvama Asset Management and brings more than two decades of investment experience across fund management, institutional research and investment banking.
About the Platform :
PMS AIF WORLD is a new-age wealth services platform focused on high performance and manages more than 1200 clients seeking alpha from equity & fixed income investing.
Our objective is simple:
Do Not Simply Invest. Make Informed Decisions.
🌐 Website:
https://www.pmsaifworld.com/
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Risk Disclaimer
Investments are subject to market-related risks. This video is meant for general information and educational purposes and should not be construed as any recommendation, investment advice, solicitation or offer to buy or sell any security or investment product. Investors must conduct their own analysis and make investment decisions based on their individual objectives, financial situation and risk appetite. PMS and AIF investments are market-linked and do not offer any guaranteed or assured returns. They carry a risk of loss of principal.
Past performance may or may not be sustained in the future and should not be used as a basis for comparison with other investments. Investors should carefully read all relevant offer documents, disclosures and risk factors before investing.
The views and opinions expressed by the speakers are their own and are provided for informational purposes only. PMS AIF WORLD does not guarantee the accuracy, completeness or future applicability of any views, projections or performance figures discussed during the conversation. Receive SMS online on sms24.me
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