Exclusive chat with Rupesh Patel of Nippon India Mutual Fund | Investment insights

In this exclusive interview, we sit down with Rupesh Patel, Senior Fund Manager - Equity Investments at Nippon India Mutual Fund.
Join us as Rupesh shares his fascinating journey from a civil engineering background to becoming a leading figure in the equity markets. Learn about his investment philosophy, key lessons from his diverse career, and how his credit rating agency experience has shaped his risk management approach.
Whether you're an aspiring investor or a seasoned professional, Rupesh Patel's wealth of knowledge and experience offers valuable insights into the world of equity investments.
Don't miss this deep dive into the mind of a fund manager!
#RupeshPatel #nipponindiamutualfund #equityinvesting #investmentstrategies #stockmarket #mutualfunds #financialmarkets #riskmanagement #marketinsights #investmentphilosophy #valueresearch
Timestamps:
00:10 Introduction
00:38 What drew you to the equity markets, considering your background in civil engineering and your work as a project manager at the Gujarat State Road Development Corporation?
04:12 What key lessons have you learned from your experiences at different organisations?
06:06 At Tata Mutual Fund, you started in equity research, managed PMS, and later became a senior fund manager. How did these varied roles shape your investment approach?
07:40 Given your five years at CARE Ratings, how has your background in credit rating influenced the way you assess and manage risk in equity investments?
10:09 Can you tell us about your overall investment philosophy? What types of stocks or market conditions excite you?
12:16 When you're selecting stocks, what are the key factors that convince you to make a buy decision?
14:06 Could you share some early warning signals or red flags you look for in equity investments, especially those you learned to identify during your time at the credit rating agency?
15:33 How has Nippon India Growth Fund adapted its investment strategies to navigate different market cycles and economic conditions over the years?
18:43 You manage the midcap fund, and the midcap index is up by 25% this year. Where are you finding opportunities in such a dynamic market?
21:51 With nearly 100 stocks in the Nippon India Growth Fund portfolio, what does such a high number of holdings indicate about your investment strategy?
23:25 Do high valuations concern you, especially since your portfolio includes several high PE stocks?
25:20 What was the most surprising market trend or event you've encountered in your career, and how did it influence your investment approach?
26:49 Close
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Great conversation. Liked the insight

[@vickeyvvp]

Noce series of interview..
Good Job VR❤
Also bring Chandraprakash Padiyar and Radhika Gupta once in ypur show..