Print – Fident Asset Management

Media Mentions

India revamps mutual fund rulebook, opens room for higher gold and silver exposure

Reuters

February 2026

“This is a major shift from labelling to clear demarcation and will reduce duplicate funds within the same AMC, making it harder to run multiple schemes that are essentially the same portfolio with different names,” said Aishvarya Dadheech, founder and chief investment officer at Fident Asset Management.

India's equity benchmarks log steepest drop in 2 weeks as US-Iran tensions weigh on sentiment

Reuters

February 2026

“For India, this is worrisome because we are a major crude importer and any sustained rise in oil prices feeds straight into market sentiment and the economy through imported inflation,” said Aishvarya Dadheech, founder and chief investment officer at Fident Asset Management..

Reliance, Adani drive India's AI push with plans to invest $210 billion

Reuters

Febraury 2026

Reliance seeks to build a fully integrated AI stack in India, but execution and monetisation remain key risks, said Aishvarya Dadheech, founder and chief investment officer at Fident Asset Management.

Top 10 Portfolio Management Strategies for the month of October

Money Control

November 2025

FAIR, the flagship PMS at Fident Asset Management, has been featured among Moneycontrol’s Top 10 Portfolio Management Strategies for October 2025.

Indian shares log weekly gains on US reopening, strong earnings, Bihar boost

Reuters

November 2025

“Market sentiment is clearly constructive, driven by a better-than-expected September-quarter earnings season and optimism over an India–U.S. trade deal after the U.S. President signaled progress earlier this week,” said Aishvarya Dadheech, founder of Fident Asset Management.

Missed the LG Electronics India IPO? What should you do as stock trades 48% above issue price?

The Economic Times

October 2025

“Post the solid listing, LG trades close to 55x TTM PE/ While we like the company for its strong distribution and brand image, valuations are now at par to other listed peers,” Aishvarya Dadheech, Founder and CIO of Fident Asset Management told ETMarkets.

October IPO crash: 8 of 12 newly-listed cos trade below issue price. What should you do now?

The Economic Times

October 2025

Aishvarya Dadheech, Founder and CIO of Fident Asset Management, said the weak post-listing performance reflects “aggressive pricing and muted retail participation, rather than a broad deterioration in fundamentals.”

Explained: Gold shines at peak; here's what it means for jewellery stock investors

The Economic Times

September 2025

“Consumers tend to buy more aggressively when prices are stable rather than trending higher, so this year’s purchases may be higher in value but lower in weight,” LKP Securities’ Jateen Trivedi said. “The optimism around the festive season is quite strong and the upcoming wedding season is also expected to be quite good, with nearly 5 million weddings expected to take place over the next 3-4 months. Though wedding demand is somewhat inelastic, the demand will be lower for discretionary gold purchase.

Top 10 Portfolio Management Schemes for the month of April

Money Control

May 2025

A multi cap and flexi cap PMS, the strategy is benchmarked against S&P BSE 500 TRI. It is managed by Aishvarya Dadheech and follows a sector agnostic approach, involving a bottom-up driven process.

US Fed expected to hold rates; Indian equities look beyond, eye geopolitical tensions

Money Control

May 2025

Indian markets have already priced in a status quo from the US Federal Reserve at its upcoming policy meeting, says Aishvarya Dadheech, Founder and CIO of Fident Asset Management. The Indian market is currently more sensitive to subcontinental geopolitical developments, such as the potential for prolonged conflict against Pakistan following the Pahalgam attack. Last night, tensions were exacerbated as India launched 9 missiles at various terror sites in Pakistan.

India benchmarks log longest weekly winning run in 2025 on US trade deal hopes, foreign inflows

Reuters

May 2025

“The perception that India will be a relative beneficiary under tariff regimes, rising expectations of a trade deal with the U.S. and strong earnings from companies like Reliance and major banks are keeping investors engaged,” said Aishvarya Dadheech, chief investment officer of Fident Asset Management.

Sensex, Nifty near flatline amid RBI rate cuts hopes, tariff uncertainty; auto, bank stocks under pressure

Money Control

February 2025

“Typically, when currencies depreciate, major economies resort to rate cuts. Most emerging market currencies are showing bearish trends. However, considering India’s slowing growth and improved banking system liquidity, the market expects a 25-basis-point rate cut tomorrow (February 7). This would help revive growth and stimulate private capital expenditure,” said Aishvarya Dadheech, Founder & CIO of Fident Asset Management.

Monday mayhem: Sensex nosedives 1,000 points, Nifty below 23,100; mid, smallcaps plunge over 4%

Money Control

January 2025

Mid- and small-caps witnessed sharper selling pressure with losses of 4 percent and 4.1 percent, respectively. Aishvarya Dadheech, CIO and Founder of Fident Asset Management says that some pain could continue in the mid and small-cap segments, although the Nifty and large caps may be entering oversold territory. The direction of the market will hinge on the ongoing earnings season, which, if disappointing, could prolong the negative sentiment.

Sensex falls 300 pts from day's high in a rangebound week; auto, pharma stocks gain, metals suffer

Money Control

December 2024

“The market outlook for the remainder of the year is expected to remain muted, given that returns have been robust over the past three years, with this calendar year delivering around eight to nine percent returns so far,” Aishvarya Dadheech, Founder and CIO of Fident Asset Management said in a conversation with Moneycontrol. “Market performance will hinge heavily on earnings growth, projected at four to five percent for FY25 and 14 to 15 percent for FY26,” he added.

Bulls fight back! Sensex surges 800 pts, Nifty above 23,850 amid global cues; banks, metals rally

Money Control

December 2024

“This is just a small bounce back, not a structural shift,” says Aishvarya Dadheech, Founder and CIO of Fident Asset Management, in a conversation with Moneycontrol. “With the Nifty now 10 percent off its highs, it’s encouraging to see froth being taken care of. This could pave the way for valuation comfort and set the stage for the next leg of the bull run,” he added. Dadheech also added low FII selling volumes due to the holiday period will contribute to the bounce back.

Nifty, Sensex snap four-day losing streak, recover from day's lows, led by pharma, metal stocks

Money Control

December 2024

“The recent fall in markets has factored in the negative news from the US Fed and the pain is over as investors are digesting this news,” says Aishvarya Dadheech, Founder and CIO of Fident Asset Management in a conversation with Moneycontrol. “The next big trigger is the Q3 and Accenture’s positive surprise could raise hopes of a decent quarter,” he added.

Sensex, Nifty slip as caution spreads ahead of Fed meet; Metal, IT stocks drag

Money Control

December 2024

“Currently, the market lacks significant cues and will likely respond to expectations around the Fed’s decision,” said Aishvarya Dadheech, Founder & CIO of Fident Asset Management. “Even if a rate cut occurs, I don’t see a substantial benefit to Indian markets. However, a lack of rate cuts and subsequent profit booking in the US could have some impact here,” he added.

Indian equity benchmarks slip as Fed rate trajectory worries hit IT stocks

Reuters

December 2024

“Markets are pricing in that Fed’s 2025 rate cut timeline may be less certain… with a strong possibility that the policy easing cycle may see a pause and get pushed by a couple of quarters,” said Aishvarya Dadheech, chief investment officer of Fident Asset Management.

INDIA STOCKS Indian shares settle lower as caution ahead of inflation data dulls IT rally

Reuters

December 2024

“There is not much to read into the drop today. There was typical caution and broad-based profit booking ahead of a key data print,” said Aishvarya Dadheech, chief investment officer of Fident Asset Management.

Nifty, Sensex open flat as FMCG, realty stocks drag; Auto, IT lend support

Money Control

November 2024

“The Maharashtra elections may have set the tone for the current government. Still, the upside remains limited amid a lack of positive triggers in the market,” says Aishvarya Dadheech, Founder and CIO of Fident Asset Management.

Nifty, Sensex close strong on BJP-led Mahayuti alliance win but shed partial gains

Money Control

November 2024

Although the markets rejoiced about the win, Aishvarya Dadheech, Founder of Fident Asset Management said that underlying factors such as persistent foreign outflows, a possibly shaky Q3, and expensive valuations may worry the market in the short to medium term.

D-Street in red: Sensex falls 500 pts from day's high, Nifty goes below 23,400; IT stocks biggest drag

Money Control

November 2024

“The sentiment in the market doesn’t seem exciting as there’s a lot of pressure on the Nifty and broader market. While the mid-small cap indexes could see more pain due to inflated valuations, the froth in headline indices could largely be over,” Aishvarya Dadheech of Fident Asset Management told Moneycontrol.

Sensex, Nifty reach new highs tracking global optimism; metal stocks lead gains

Money Control

September 2024

Dadheech told Moneycontrol that normally, the second quarter is the strongest for the IT sector, but expectations this time aren’t strong. “Even the likes of Infosys and TCS are expected to grow between 1.5 percent and 2.5 percent, where they usually grow 5 percent to 6 percent. Some companies that consistently show strong growth are also expected to see muted results. This is why the market expects Q2 for Nifty IT to be muted, leading to weakness in IT stocks.”

Indian shares pause near lifetime highs, log weekly gains ahead of likely Fed rate cut

Reuters

September 2024

“All the liquidity, like we saw earlier this week with rising mutual fund inflows into equities and the rush for Bajaj Housing Finance IPO, will find its place in the markets, keeping them buoyant,” said Aishvarya Dadheech, founder and chief investment officer of Fident Asset Management.

“But the scope for further upside is crucially linked to whether U.S. economy sees a soft landing or not, given the rate cut is imminent.”

Sensex, Nifty fall, hit by global sell-off, tech stocks rout; IT, banking sectors drag benchmark indices

Money Control

September 2024

“What’s interesting is that crude oil dropped 5 percent, with Brent at almost $73 a barrel and US West Texas Intermediate (WTI) crude futures below $70. This is a clear indication of a slowdown in the US,” said Aishvarya Dadheech, Founder and CIO of Fident Asset Management. “As we approach the expected rate cut, this expectation (economic slowdown) is gaining more prominence,” he added.

Indian shares hover near record highs ahead of US economic data

ThePrint

September 2024

“There are not many positive local levers for markets to sustain highs,” said Aishvarya Dadheech, founder and chief investment officer at Fident Asset Management.

India's Nifty 50 extends record rally to 13th session

Reuters

September 2024

Investors are parking money in IT stocks because of an expected revival in the demand environment and possible revival of discretionary spending with a probable rate cut by the U.S. Federal Reserve, Aishvarya Dadheech, founder and chief investment officer at Fident Asset Management, said.

Indian shares end off record highs as traders book profits

Reuters

July 2024

Market participants are getting jittery with the Nifty rising to 25,000 points as valuations are high after a strong session on Friday, said Aishvarya Dadheech, founder and chief investment officer at Fident Asset Management.