Value Research
Value Research
  • 2 480
  • 17 552 719
Exclusive chat with Rupesh Patel of Nippon India Mutual Fund | Investment insights
In this exclusive interview, we sit down with Rupesh Patel, Senior Fund Manager - Equity Investments at Nippon India Mutual Fund.
Join us as Rupesh shares his fascinating journey from a civil engineering background to becoming a leading figure in the equity markets. Learn about his investment philosophy, key lessons from his diverse career, and how his credit rating agency experience has shaped his risk management approach.
Whether you're an aspiring investor or a seasoned professional, Rupesh Patel's wealth of knowledge and experience offers valuable insights into the world of equity investments.
Don't miss this deep dive into the mind of a fund manager!
#RupeshPatel #nipponindiamutualfund #equityinvesting #investmentstrategies #stockmarket #mutualfunds #financialmarkets #riskmanagement #marketinsights #investmentphilosophy #valueresearch
Timestamps:
00:10 Introduction
00:38 What drew you to the equity markets, considering your background in civil engineering and your work as a project manager at the Gujarat State Road Development Corporation?
04:12 What key lessons have you learned from your experiences at different organisations?
06:06 At Tata Mutual Fund, you started in equity research, managed PMS, and later became a senior fund manager. How did these varied roles shape your investment approach?
07:40 Given your five years at CARE Ratings, how has your background in credit rating influenced the way you assess and manage risk in equity investments?
10:09 Can you tell us about your overall investment philosophy? What types of stocks or market conditions excite you?
12:16 When you're selecting stocks, what are the key factors that convince you to make a buy decision?
14:06 Could you share some early warning signals or red flags you look for in equity investments, especially those you learned to identify during your time at the credit rating agency?
15:33 How has Nippon India Growth Fund adapted its investment strategies to navigate different market cycles and economic conditions over the years?
18:43 You manage the midcap fund, and the midcap index is up by 25% this year. Where are you finding opportunities in such a dynamic market?
21:51 With nearly 100 stocks in the Nippon India Growth Fund portfolio, what does such a high number of holdings indicate about your investment strategy?
23:25 Do high valuations concern you, especially since your portfolio includes several high PE stocks?
25:20 What was the most surprising market trend or event you've encountered in your career, and how did it influence your investment approach?
26:49 Close
Got an investment-related question?
➡️Post it on our 'Ask Value Research' page -- vro.in/askvr.
You can use our Premium service vro.in/prem/ for exclusive analysis, guidance, and customised recommendations.
If you are wondering how to get started with stocks or an experienced investor trying to add a new source of investing ideas to your portfolio, go to Value Research Stock Advisor at www.valueresearchstocks.com/. It has everything you need on stocks.
We are also on:
Website: www.valueresearchonline.com
Twitter: ValueResearch
Facebook: ValueResearch
Instagram: valueresearch
Spotify: open.spotify.com/show/5da8Mxc4mCkZljThKy8J7H
#askvr #valueresearch #sensexniftyindex #nifty #sensex #investment #sip #financialplanning #mutualfund #mutualfundssahihai #investmentstrategies #corporategovernance #expertinterview #marketinsights #financialexpert
Переглядів: 423

Відео

New SEBI rules strike at financial influencers | First Page by Dhirendra Kumar | Podcast
Переглядів 2,9 тис.2 години тому
Listen in to this podcast as Dhirendra Kumar, CEO of Value Research, discusses SEBI's new regulations targeting the influence of financial influencers, or 'finfluencers.' These rules aim to sever financial links between finfluencers and brokers to protect investors. Discover what these changes mean for the future of financial advice online, the challenges of policing social media, and the broad...
Exclusive chat with Gaurav Misra | Unveiling investment strategies for Mirae Asset's Equity Funds
Переглядів 20 тис.7 годин тому
Watch this enlightening conversation with Gaurav Misra, the Head of Equity at Mirae Asset Investment Managers, as he discusses the performance and future strategies of Mirae's key equity funds, including the Large Cap, ELSS, and Midcap Funds. Misra shares his extensive experience and insights on managing market cycles, his approach to stock selection, and the impact of recent market development...
A landmark year: Dhirendra Kumar on the 18th anniversary of Wealth Insight | First Page Podcast
Переглядів 2,8 тис.7 годин тому
Dhirendra Kumar, founder of Value Research, reflects on the past 18 years of Wealth Insight and looks forward to a future of continued excellence in investment research. This special anniversary podcast delves into the evolution of our Stock Rating system, designed to enhance your investment decisions with solid, long-term value prospects. Plus, explores the potential of international investing...
Mastering financial security | First Page by Dhirendra Kumar | Podcast #financialplanning
Переглядів 6 тис.12 годин тому
Dive deep into the financial wisdom of Dhirendra Kumar, CEO of Value Research, as he explains the essential pyramid of investing needs. Based on the psychological hierarchy of needs, this framework guides you through prioritising your financial steps from emergency funds to long-term investments. Whether adjusting for life changes or planning for future goals, this podcast will help you build a...
3 dos and don'ts for young investors #investingforbeginners
Переглядів 60 тис.14 годин тому
Watch this Investors' Hangout and discover the critical dos and don'ts for successful investing. Learn why patience beats trading, the risks of derivatives, and the pitfalls of IPOs. Discover how to save wisely, invest according to your risk profile, and leverage mutual funds for long-term growth. Be it queries related to mutual funds, stocks, or tax-saving investments, Value Research www.value...
Exploring India's First EV & Automotive ETF: Expert Insights from Mirae Asset | Full Interview
Переглядів 50 тис.21 годину тому
Exploring India's First EV & Automotive ETF: Expert Insights from Mirae Asset | Full Interview
Exclusive: Quant MF CEO says, 'For us, timing is everything,' days before front-running allegation
Переглядів 36 тис.День тому
Exclusive: Quant MF CEO says, 'For us, timing is everything,' days before front-running allegation
Quant Mutual Fund Under Scrutiny | First Page by Dhirendra Kumar | Podcast
Переглядів 26 тис.День тому
Quant Mutual Fund Under Scrutiny | First Page by Dhirendra Kumar | Podcast
Understanding Cryptocurrency: A complete guide for Indian investors #cryptoinvesting
Переглядів 32 тис.День тому
Understanding Cryptocurrency: A complete guide for Indian investors #cryptoinvesting
The power of SIPs: Lessons from market volatility with Dhirendra Kumar | Podcast #sip
Переглядів 20 тис.День тому
The power of SIPs: Lessons from market volatility with Dhirendra Kumar | Podcast #sip
Is now the right time to invest in Gold? | Why is Gold touching all time high? #goldinvestment
Переглядів 62 тис.День тому
Is now the right time to invest in Gold? | Why is Gold touching all time high? #goldinvestment
Insights from Prateek Agrawal, MD & CEO of Motilal Oswal AMC: Equity Investing & Market Evolution
Переглядів 38 тис.14 днів тому
Insights from Prateek Agrawal, MD & CEO of Motilal Oswal AMC: Equity Investing & Market Evolution
How to add Fixed Deposit details in Value Research Portfolio Manager | Teaser: Subscribers' Helpline
Переглядів 24 тис.14 днів тому
How to add Fixed Deposit details in Value Research Portfolio Manager | Teaser: Subscribers' Helpline
Which is better, Flexi Cap or Multi-Cap Funds? Expert Analysis | Teaser: Subscribers' Helpline
Переглядів 23 тис.14 днів тому
Which is better, Flexi Cap or Multi-Cap Funds? Expert Analysis | Teaser: Subscribers' Helpline
Should you invest in Sectoral Funds? Expert Advice | Teaser: Subscribers' Helpline - June Edition
Переглядів 46 тис.14 днів тому
Should you invest in Sectoral Funds? Expert Advice | Teaser: Subscribers' Helpline - June Edition
IRDA catches up to common sense | First Page by Dhirendra Kumar | Podcast #healthinsurance
Переглядів 22 тис.14 днів тому
IRDA catches up to common sense | First Page by Dhirendra Kumar | Podcast #healthinsurance
Expert Insights: Rohit Singhania of DSP Mutual Fund on Investment Strategies & Market Trends
Переглядів 15 тис.14 днів тому
Expert Insights: Rohit Singhania of DSP Mutual Fund on Investment Strategies & Market Trends
How to handle wild market swings?
Переглядів 4,9 тис.14 днів тому
How to handle wild market swings?
Punting is not investing | First Page by Dhirendra Kumar | Podcast #investment
Переглядів 20 тис.21 день тому
Punting is not investing | First Page by Dhirendra Kumar | Podcast #investment
A long and a hard journey
Переглядів 68521 день тому
A long and a hard journey
Turning Panic into Profits | First Page by Dhirendra Kumar | Podcast #investment
Переглядів 16 тис.21 день тому
Turning Panic into Profits | First Page by Dhirendra Kumar | Podcast #investment
Top 5 reasons to invest in NPS #retirementplanning
Переглядів 42 тис.21 день тому
Top 5 reasons to invest in NPS #retirementplanning
Exclusive chat with Rajesh Bhatia, CIO of ITI Mutual Fund: Investment Philosophy and Market Insights
Переглядів 35 тис.28 днів тому
Exclusive chat with Rajesh Bhatia, CIO of ITI Mutual Fund: Investment Philosophy and Market Insights
First Page by Dhirendra Kumar: Investing, fast and slow | Podcast #personalfinance
Переглядів 30 тис.Місяць тому
First Page by Dhirendra Kumar: Investing, fast and slow | Podcast #personalfinance
First Page by Dhirendra Kumar: Some ruminations on bovine excreta | Podcast #financialadvice
Переглядів 19 тис.Місяць тому
First Page by Dhirendra Kumar: Some ruminations on bovine excreta | Podcast #financialadvice
Where to invest before election results? #financialplanning
Переглядів 11 тис.Місяць тому
Where to invest before election results? #financialplanning
An interesting chat with Cheenu Gupta: From Coding to Finance - A Journey to Top Fund Management
Переглядів 19 тис.Місяць тому
An interesting chat with Cheenu Gupta: From Coding to Finance - A Journey to Top Fund Management
First Page by Dhirendra Kumar: A twist in the gold story | Podcast #goldinvestment
Переглядів 20 тис.Місяць тому
First Page by Dhirendra Kumar: A twist in the gold story | Podcast #goldinvestment
Why are the markets jittery? What should you do? #financialplanning #stockmarket
Переглядів 9 тис.Місяць тому
Why are the markets jittery? What should you do? #financialplanning #stockmarket

КОМЕНТАРІ

  • @Suresh-ne8di
    @Suresh-ne8di Годину тому

    Oo77m😢5j8k😊9😊

  • @Suresh-ne8di
    @Suresh-ne8di Годину тому

    Oo77m😢5j8k😊9😊

  • @ambadasvijaykumar5353
    @ambadasvijaykumar5353 12 годин тому

    Excellent advice for new investors

  • @mohaklondhe3020
    @mohaklondhe3020 День тому

    I want left fund

  • @antimasingh30
    @antimasingh30 2 дні тому

    Could you please provide information on whom to contact if I need to surrender my LIC policy? Additionally, can this process be completed online?

  • @kishantantiya3327
    @kishantantiya3327 2 дні тому

    Thanks to VR for this interview.

  • @karth12399
    @karth12399 2 дні тому

    Team Please talk about NRI investment Mutual fund houses for NRI NRI direct investment options

  • @MadhuNatarajan
    @MadhuNatarajan 3 дні тому

    This is one of best Interview. I say this just because of answers it is also about the questions asked Good job Saurabh and Dhirendra Kumar

  • @bivash603
    @bivash603 3 дні тому

    Please add timestamp for Conversation more than 30 min. Humble Request!

    • @ValueResearchvideo
      @ValueResearchvideo 2 дні тому

      Hi @bivash603 Timestamps are there for all the conversations. Please check the description below the video :)

  • @evm6177
    @evm6177 3 дні тому

    Default suspicion mode - Reactivated. ✅👍😁

  • @VijayT-yu1bx
    @VijayT-yu1bx 4 дні тому

    Very good advise on multicap vs flexicap funds.

  • @dhannyak
    @dhannyak 4 дні тому

    In light of the current quant front running case I guess !!

  • @makarandjoshi3673
    @makarandjoshi3673 4 дні тому

    This is reason why I respect Sir DK. Apt choice of words, very timely..

  • @aruntripathi7669
    @aruntripathi7669 4 дні тому

    Dhiren sir is the oldest and most genuine voice in the field of equity research, mutual fund n personal finance 🙏

  • @pradeep2kedar
    @pradeep2kedar 4 дні тому

    Sounds like Momentum trading, volume chart = liquidity analysis

  • @navinnath2674
    @navinnath2674 4 дні тому

    Agree

  • @MultiPraveenk
    @MultiPraveenk 4 дні тому

    Thanks for sharing this video on investing & also doing caution on derivatives

  • @umeshhiremath7699
    @umeshhiremath7699 5 днів тому

    Its pleasure to listen to Sandeep , One question they missed was , geographical level undervaluation , hated and ignored countries . His view on China and USA - USA is in most admired category now and China is at hated zone

  • @luckybabe9
    @luckybabe9 5 днів тому

    sir i have retail nps tier 1 dsp. i am single lady & not interested to get married. i am spend thrift so nps is attraction for me as i cant take out till 60. but sir why is there no option for single ppl to get more pension per month and use 40% corpus ourselves till life time. as we will not have any dependents. pls clear this point. i have put less money due to this.

  • @balajisrinivasan1603
    @balajisrinivasan1603 5 днів тому

    Thanks Dhiren! You are brilliant in basics!

  • @drharshadkadam9296
    @drharshadkadam9296 5 днів тому

    "Simplest explanation of personal finance!" 💐💐💐

  • @archanaprabhakar1533
    @archanaprabhakar1533 5 днів тому

    Dhirendra Sir, I need a suggestion from you. I have thought to invest in Value Fund. I have started in Index Fund a while ago. I have shortlisted 5 Value Funds.. that are ICICI Pru Value Discovery, Bandhan Sterling, HSBC Value, JM Value and Templeton Value Fund. But sir I am not able to decide with which one I should invest for long term. Last night I came to know about the stocks held by some these funds and majority of them were overvalued, only ICICI had a large no. Of Undervalued Stocks but their TER is very high JM And HSBC have great past return and their beta, capture ratio, alpha is better than ICICI and overall the these two tops the list but their implied investor return is less with respect to the return the fund has published. Please help me these are a lot of variables.... At first I thought I would be investing HSBC Value because of lower TER and competitive Beta, Capture Ratio and Past return But now I am really confused

  • @jayakaranilkumar5932
    @jayakaranilkumar5932 5 днів тому

    Useful content

  • @Gannu_Maharaj
    @Gannu_Maharaj 6 днів тому

    Hello Sir is it now the SAFE time to invest a lumsup amount in 15- 20 stocks to hold it for the next 15 years to expect multibaggar returns???

    • @ben4wisdom
      @ben4wisdom 6 днів тому

      No lumpsum when markets are all time high. Keep it simple. Stagger with STP

    • @elitepunch1498
      @elitepunch1498 5 днів тому

      If one doesn't know how to evaluate stocks & just hopes that chosen stocks will eventually become multibagger over the next 10-15 years then it's only a gamble which has high chances of losses.

  • @AlfredMarshall-p5f
    @AlfredMarshall-p5f 6 днів тому

    At Confluera, I work as a QA Specialist and make $150,000 a year. I'm 42 years old. I have a retirement account, but before moving to part-time job in the upcoming years, I'm excited to look at short-term investing opportunities.

    • @HarrisKmorreti
      @HarrisKmorreti 6 днів тому

      It is important to have an organized plan and avoid making impulsive decisions based on short-term market swings. Patience and a long-term view are essential. You should consult with a market professional.

    • @ElizabethWashington516
      @ElizabethWashington516 6 днів тому

      The market's volatility makes DIY dangerous. You do not need to identify the next NVDA to be successful in investing. Choose top-tier ETFs, dividend aristocrats, and a trusted advisor. I turned $180k into $20k in quarterly dividends, which is an exciting milestone.

    • @CowboyMaverick577
      @CowboyMaverick577 6 днів тому

      Since I haven't taken any concrete action, I have been thinking about getting one. Could you refer your advisor to someone else? I sincerely could use some of your assistance.

    • @ElizabethWashington516
      @ElizabethWashington516 6 днів тому

      From the beginning, * Layan Talia Chokr* has been my top choice.Her expertise of financial markets is well known, and she is considered a genius in her field. She is a great collaborator, and I heartily suggest her.

    • @ElizabethWashington516
      @ElizabethWashington516 6 днів тому

      *Layan Talia Chokr* is her name,You are most likely to find more info when you look her up on the internet.

  • @myartsvi186
    @myartsvi186 6 днів тому

    Nice Title...be professional Value research... such a shame

  • @dadson8465
    @dadson8465 6 днів тому

    Har chor bad me aisa hi bolta hai... 😂😂😂

  • @SMD.Shorts
    @SMD.Shorts 6 днів тому

    You should keep booking profits regularly. If market goes on toss then we need to wait and watch.

  • @ahmedshahid5271
    @ahmedshahid5271 6 днів тому

    Great advice Sir Dhirendra Kumar. Million dollar advice is found in investor hangout, first page, ET Wealth column and mutual fund insights magazine. thank you team value research

  • @prakashraghunathan2685
    @prakashraghunathan2685 6 днів тому

    Thank you dhirender sir.