You are right - the anchor lady is pretty naive and not at all flexible on the subject - it shows in most of her interviews- even face to face ones , An interviewer has to improvise, but that takes skill , courage and ample homework. Some or all are lacking here . I wish we can bring the best out of these fund managers and get to their minds - Dhirendra ji does it effortlessly.
Value Research - Last time you had Mr Sandeep Tandon ji as guest and changed your video title at the first opportunity you got days later to make it sensational. I personally found that very disrespectful towards the guest and investors, who have full faith in quant. Question is - Will you change this video’s title as well?
he already addressed it in another interview / unit holders meeting. The purpose of original investment is it's dividends. Suddenly the stock price has increased due to govt policy. since the price does not justify the dividend, they exited.
PPFAS is no more an equity fund😂.. it's more of an aggressive hybrid fund or a typical large cap fund. Thanks to huge fund flow because of very good returns in recent years.
WB has also managed large sums of money for a long long time without return getting compromised. And it was all in equity, so a large fund cannot fully invest in equity is not a good analogy.
@@darshanthacker773 the real problem with this fund is exponential growth of AUM in last one year. Fund manager is finding difficulties in deploying the huge cash flow. So sitting on cash in anticipation of good opportunities to safe guard investors' money. This approach is good, but it will compromise the return. So not suitable for all investors like it used to be a favourite fund for all types of investors years ago. I am one of those investors invested in this fund (though I have currently paused my SIP in this fund).
Though questions are same they are very much relevant . Secondly, we get to know what would be each fund managers response would be for the same question.
@@jishnu18 quant elss and nippon elss and sbi elss more than 50 percentage allocation in large cap and they still giving more returns then parag parikh.
Excellent words of wisdom from Mr. Rajeev Thakkar 🎉❤
Awesome session. It is indeed joy to watch such episodes. Great job VR team !!
Thank you so much. Keep watching and sharing
Great session ❤
Thankyou for this video
Glad you enjoyed it!
Very templatised questions....like machine reading. No organic flow......
You are right - the anchor lady is pretty naive and not at all flexible on the subject - it shows in most of her interviews- even face to face ones ,
An interviewer has to improvise, but that takes skill , courage and ample homework. Some or all are lacking here .
I wish we can bring the best out of these fund managers and get to their minds - Dhirendra ji does it effortlessly.
No , they asked Good Questions 💯
Value Research - Last time you had Mr Sandeep Tandon ji as guest and changed your video title at the first opportunity you got days later to make it sensational. I personally found that very disrespectful towards the guest and investors, who have full faith in quant.
Question is - Will you change this video’s title as well?
what were the before and after titles? and which video? can you link here?
@@मराठी.माणूस ruclips.net/video/h1pVcSsy9b0/видео.htmlsi=BZ1VjvoVcTMu1ZpS
I have one question to Rajiv sir, do you regret exiting IRFC? It's rally is still continuing, in hindsight what do you think about that decision?
he already addressed it in another interview / unit holders meeting. The purpose of original investment is it's dividends. Suddenly the stock price has increased due to govt policy. since the price does not justify the dividend, they exited.
Great session. Made my day. Subscribed.
Glad you enjoyed it
@@ValueResearchvideo Yes. Keep on bringing PPFAS people.
The introductory section should be short. Then, it was great listening❤
Agreed .. they delved a lot into the history. Not needed.
PPFAS is no more an equity fund😂.. it's more of an aggressive hybrid fund or a typical large cap fund. Thanks to huge fund flow because of very good returns in recent years.
WB has also managed large sums of money for a long long time without return getting compromised. And it was all in equity, so a large fund cannot fully invest in equity is not a good analogy.
@@darshanthacker773 the real problem with this fund is exponential growth of AUM in last one year. Fund manager is finding difficulties in deploying the huge cash flow. So sitting on cash in anticipation of good opportunities to safe guard investors' money. This approach is good, but it will compromise the return. So not suitable for all investors like it used to be a favourite fund for all types of investors years ago. I am one of those investors invested in this fund (though I have currently paused my SIP in this fund).
Dumbest comment of the video award
Who cares??
Same set of questions every time. Please take audience questions instead.
Though questions are same they are very much relevant . Secondly, we get to know what would be each fund managers response would be for the same question.
not asking real question while they are not generating alpha in last 3 years like peers did.
Why ppfc not performing good compared another flexi cap fund
They don't invest in small and midcap. Also take a low volatility approach.
@@jishnu18 quant elss and nippon elss and sbi elss more than 50 percentage allocation in large cap and they still giving more returns then parag parikh.
Just don’t go by returns. When the tide turns how your wealth is protected is what’s important.
Every fund is cyclical .. it is the nature of the market.