Value Investing Lessons from managing 70,000 Cr+ AUM with Rajeev Thakkar | PPFAS Mutual Fund
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- Опубликовано: 5 июн 2024
- PPFAS Mutual Fund AUM grew 200X in the first 10 years of existence between 2013 to 2023, and it has more than doubled as of today. Over the period the flexi cap fund has given a return of 19% CAGR.
The man behind this stellar result is Mr. Rajeev Thakkar (CIO, PPFAS MF) and in this episode of Stoic Talks we got the opportunity to hear Rajeev's thoughts on :
1. Journey to 70,000+ Cr AUM
2. Does Size Impact Results?
2. Challenges with Activism in India?
3. Role of Regulatory changes in Alpha Generation?
4. Is Active Management Still Relevant?
We hope you enjoy the podcast/interview and don't forget to subscribe.
the comfort n clarity of ppfas is unimaginable..thus they command great loyalty from investors ..i have been invested with them since inception
Agree. Thank you for sharing your thoughts :)
Me too seen the journey from 900cr till 60000 cr today but size is going to be huge issue going forward.
I asked the question of restricting lumpsum fund flow in 2022 when it was around 20k cr but didn't. They will milk the fund flow as much as they can until it hamper the fund performance.
The returns of its flexi cap are literally "Ghanta" compared to the peers and benchmark since a long time. And the worst thing is, they are doing nothing to change this. Today, the world has become pretty dynamic and fast changing. This fund still follows traditional approach and see how its previously good returns turning into "ghanta". It will become worse and worse with time.
So much to learn from Rajeev Sir. Knowledge, Conviction & Patience!!
Index vs active fund comparison is the best❤
Absolutely !
When we question the aum size , we must take into account how much the industry has grown whether bse index / total Inds aum /
Excllent one, very insightful. Listened the first one also, much appreciated
Great conversation! Thanks for recording this.
Thank you so much. Please share ;)
Host asks questions in long monologues…he should be crisper in putting questions to experts and avoid opinion prologues. Please do not put DSP logo at bottom right- not ethically right. Rajiv sir as usual offered gem insights.
Thank you so much for your valuable feedback. Will do better next time.
it has always been a pleasure listening to Rajeev.... good effort on the part of host to arrange this interview, however questions should have been more crisp and to the point
Great show!
A very good n informative session 👍
Good channel. Subscribed 👍 keep the same quality
I was always wondering why PPFAS has such tiny positions in companies like CCL, CDSL, MOFS, IEX , MCX, OFSS . Thanks for asking the same. But would be more interested to know more about position sizing from individual investor and mutual fund perspective.
Cdsl, mofs, iex, mcx they own 5% of company. It's a huge holding
@@crazynaval712 but at portfolio allocation level, each of them is around 1%, isn't it?
Some of the answers pertaining to that, you will find in the previous stoic talk done with Rajeev on the same. Would highly recommend that talk along with this one.
Timestamp pls.
The returns of its flexi cap are literally "Ghanta" compared to the peers and benchmark since a long time. And the worst thing is, they are doing nothing to change this. Today, the world has become pretty dynamic and fast changing. This fund still follows traditional approach and see how its previously good returns turning into "ghanta". It will become worse and worse with time.
Please give the link of 2016 episode
ruclips.net/video/lpFSwM_wslY/видео.html | Hope you like this.
Can you please share link to 2016 talk
Yes Sure, here it is : ruclips.net/video/lpFSwM_wslY/видео.html
Thank you so much
Thank you so much
🙏
Bro why did you add a DSP mutual fund as a water mark at right bottom corner?
He is from PPFAS
DSP MF is the sponsor of the podcast series. That’s why.
DSP Mutual Fund is the sponsor of our podcast Series @hdhakern. Hope you enjoyed the Interview !
Low sound
Thank you for letting us know, will do better next time.
Timestamp plz. Why so lazy in uploading atleast provide timestamp for large length videos.
You mean chapter/Topic wise breakdown Sir?
The mutual fund industry is like test cricket. Losers get kicked into oblivion.
Host mic time is higher thn the guest time. Not the right way to conduct an interview. Unnecessary long monologue from host doesn't look good. If host want to impart his knowledge he could upload separate video of his views on market stock mf
Sure Sir, Thank you for your feedback but what part of the video are you referring to/ ?