In this exclusive interview, Rajesh Bhatia, CIO of ITI Mutual Fund, shares his insights on the newly launched ITI Large & Mid Cap Fund and Dhirendra Kumar, CEO of Value Research, shares his perspective on the role of large and mid-cap funds in an investor's portfolio in the coming years.
Discover the fund's investment philosophy, strategy for balancing large and mid-cap stocks, and key factors in stock selection.
Learn about their approach to risk management and how macroeconomic analysis influences their decisions. Tune in for expert perspectives on sectors and themes to watch, liquidity management, and more!
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𝗧𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀:
00:06 Introduction
00:23 Can you explain the primary investment philosophy and strategy behind the ITI Large & Mid Cap Fund?
03:48 Given the fund's focus on large and mid-cap stocks, how will you balance the allocation between these segments? What criteria will guide this allocation?
05:08 What are the key factors you consider when selecting mid-cap stocks for this fund?
06:43 How do you plan to manage the inherent risks associated with mid-cap investments, especially in volatile market conditions?
07:51 From a historical perspective, how have large and mid-cap funds navigated market cycles, and what lessons can investors learn from these trends?
09:56 Can you walk us through your process for building a portfolio?
13:17 What role does macroeconomic analysis play in your investment decision-making process for this fund?
14:20 Could you provide examples of specific sectors or themes you are currently favouring for this fund?
15:30 How will you manage the fund's liquidity needs, especially given that mid-cap stocks are sometimes less liquid than large-cap stocks?
16:05 What is your approach to risk management within this fund?
17:12 How will you gauge the success of the fund over time?
18:10 Considering the evolving market dynamics, how do you see the role of large and mid-cap funds in an investor's portfolio in the coming years?
20:46 Close
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