An interesting chat with Cheenu Gupta: From Coding to Finance - A Journey to Top Fund Management

Join us as Cheenu Gupta, Senior Vice President, Fund Management, Equities at HSBC Mutual Fund, shares her unique journey from software engineering to the mutual fund industry.
In this exclusive interview, Cheenu discusses her transition from IT to finance, the lessons learned along the way, and her current investment strategies in the volatile mid and small-cap markets.
Discover her insights on sector-specific investments and how her team manages to find value in challenging markets.
#CheenuGupta #HSBCMutualFund #fundmanagement #equityinvesting #financialjourney #stockmarket #investorinsights #smallcapfunds #midcapfunds #valueresearch #marketinsights
Chapters:
00:06 Introduction
00:30 What drew you to equity investing after completing your BE?
02:30 There’s a great story about how you got your start in the mutual fund industry. Could you share that with our viewers?
04:29 Looking back at your early days as a research analyst at UTI Mutual Fund and later experiences at Tata AIA Life Insurance and Canara Robeco Mutual Fund, what are some of the key lessons that you still carry with you today?
06:38 With the merger of L&T and HSBC, and an overlay of HSBC processes, how has your life changed? What do you do differently?
08:20 How would you describe your personal investing style?
11:00 What criteria make a stock a 'must-buy' for you?
12:07 HSBC Midcap and Small Cap Funds have significant investments in the industrial sectors. What’s the strategic reasoning behind this concentration?
14:03 Managing 11 schemes at HSBC Mutual Fund sounds incredibly demanding. How do you and your co-managers split the responsibilities?
16:17 What unique insights or approaches do you believe you bring to managing these funds?
19:29 The returns of the HSBC midcap fund have been quite volatile compared to its peers. How do you plan to bring stability to its performance?
22:02 Given the recent strong performance of mid- and small-cap stocks, do you think this momentum is sustainable?
24:57 Finding value in the mid- and small-cap markets can be challenging now. Are there particular sectors or industries where you currently see potential for value?
26:33 Close
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[@jasmine1976G]

Very nice Cheenu..👏you inspire us 🤗

[@ValueResearchvideo]

Glad to hear that

[@nrusinghapanda6317]

Great session

[@ValueResearchvideo]

Thank you

[@nildesai6346]

Nice journey mam