Archive · 17 Dec 2025
Aditya Birla AMC CIO Advocates Long-Term View for Tech Investments
Mahesh Patil, who works at Aditya Birla Sun Life AMC, says investing in new technology companies like those in quick commerce and food delivery needs a long-term view.
He suggests looking at how these companies will grow over the next three to five years, not just the next one or two.
He thinks it's important to invest in companies that are already leaders in their fields because they can handle costs better and make more money.
He also talks about how the rupee's recent drop is good for Indian companies that sell things abroad.
Additionally, he likes investing in certain metals, especially those used in electric cars and airplanes, but warns that these metals depend a lot on China.
His company manages a lot of money, about $47.36 billion.
Mahesh Patil advises a 3-5 year investment horizon for new-age tech sectors like quick commerce and food delivery.
He emphasizes investing in companies with established leadership to absorb costs and improve profitability.
Patil notes that a stable competitive environment is crucial, with volatility rising when new players enter.
He views the recent rupee depreciation as positive for exporters, supporting market sentiment and earnings.
His firm has turned positive on metals, particularly non-ferrous metals like aluminium, driven by demand from electric vehicles and aerospace.
- Who
- Mahesh Patil, Chief Investment Officer at Aditya Birla Sun Life AMC
- What
- Advocates for a long-term investment perspective in new-age technology sectors
- When
- During a recent interview
- Where
- Not specified, but likely in India
- Why
- To navigate volatility and assess future cash flows in sectors like quick commerce and food delivery
- Person
- Mahesh Patil, Chief Investment Officer, Aditya Birla Sun Life AMC
- Sector Focus
- New-age technology, quick commerce, food delivery
- Investment Horizon
- 3-5 years
- Key Metric
- Future cash flows through compounding growth
- Preferred Companies
- Established leaders in their segments
- Macro Factor
- Rupee depreciation to support exporter competitiveness
- Metal Preference
- Non-ferrous metals like aluminium
- AAUM
- $47.36 billion (July–September 2025)