Edelweiss MF CEO Radhika Gupta’s 2-year-old son’s investment portfolio beats her own returns | Trends

Edelweiss MF CEO and Shark Tank India judge Radhika Gupta, in an interview with Mint journalist Jash Kriplani, shares her asset allocation strategy, target savings rate and portfolio growth from the previous year. He spoke in detail about his return. Interestingly, she also revealed that her two-year-old son’s portfolio performed better than her own returns.

When Mr. Kriplani asked Mr. Gupta how his portfolio had performed last year, he said it was up 35%, slightly behind the benchmark index, which was up about 38%. “I had exposure to balanced funds and international, which didn’t work out well, but I also had mid-cap and small-cap stocks, so it was balanced. Of course, the 35% number is an absolute I know it looks like a great number, but it’s not a sustainable number. There are good years and bad years, and the average return in the stock market is 12-15%, so of course this number last year. It’s unusual,” Mr. Gupta said.

She further shared that her son’s portfolio outperformed her own returns. “His portfolio has grown by 45% in the last year,” Mr. Gupta said. She added, “He has a very long-term view, so it makes sense. So either he has a higher risk appetite, or the risk appetite we gave him is higher than ours. It’s much more expensive,” he added.

Mr. Gupta also revealed that his son’s investments were made in his name and that he had an Aadhaar card, a PAN card and a bank account. Not only that, his son also paid income tax last year.

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