Just a view. In India, the value of the share moves not based on its profit, sector, PE or even debt position. The price moves based on government intervention. It's a mystery how some of the fund houses exited from PayTM just in time before the RBI announcement.
No, Quant MF DID NOT exit Paytm before RBI decision. Quant had an exposure of 300 cr+ to Paytm and they exited only after the RBI decision.. Quant madcap fund took a hit
@@TheLionKing2345 No he told in ET Now interview that they sold before RBI notice. They exited as part of their investment review, he admitted that they were lucky to get out before the notice.
He exited Adani AFTER hindenburg taking humongous losses. Same is the case with Paytm .. exited with huuuge loss. Quants VLRT framework won't work in sideways markets
Clearly Sandeep Tandon is one of the best minds in stock market.
The only true to label active fund manager. Others are hiding behind typical index stocks and bookish knowledge, and charging hefty expense ratios.
Rest all funds look very dull if u compare with any funds of Quant Mutual Funds. Great Sandeep Tandop Sir... Genius..
Very good interview and approach explained by Mr.Tandon
Admire his thoughts. Became a fan of him. Started SIPs in all his funds
Silly questions.
Respect for sandeep Tandon ❤
Just a view. In India, the value of the share moves not based on its profit, sector, PE or even debt position.
The price moves based on government intervention.
It's a mystery how some of the fund houses exited from PayTM just in time before the RBI announcement.
No, Quant MF DID NOT exit Paytm before RBI decision. Quant had an exposure of 300 cr+ to Paytm and they exited only after the RBI decision.. Quant madcap fund took a hit
@@TheLionKing2345 No he told in ET Now interview that they sold before RBI notice. They exited as part of their investment review, he admitted that they were lucky to get out before the notice.
Superb Interview 👏 Kudos to BT Team🎉
Some of the Exits like HDFC Bank and ITC and PayTM spot on!
He didn't exit paytm before the decline.. He exited only after the RBI news hammered the Paytm stock.. Quant has 380 crore exposure to Paytm.
Love you Sandeep Tandon ❤
My favorite Tandon Sir
Good pertinent questions
i love this person because
Good interview
Great.
Excellent man
Kya customer care support nahi hai..
Their customer support not working😢😢
So i redeemed my investment from all their funds
👍🏻
❤❤🎉
He exited Adani AFTER hindenburg taking humongous losses. Same is the case with Paytm .. exited with huuuge loss.
Quants VLRT framework won't work in sideways markets
S Bhatnagar very clearly seems to reading his questions. Minimal eye contact.
Very distracting....
He was seeing on laptop , mr tandon was on call , he was having eye contact
He always says rular
The greatest mutual fund house🪅
Very good fund house.. Very active fund rebalancing portfolio according to market conditions good strategy
Good discussion